H&R Block
479 hedge funds and large institutions have $6.27B invested in H&R Block in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 152 increasing their positions, 179 reducing their positions, and 46 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
2% more capital invested
Capital invested by funds: $6.15B → $6.27B (+$126M)
15% less repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 179
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Holders
479
Holding in Top 10
2
Calls
$75.6M
Puts
$53.6M
Top Buyers
| 1 | +$41.8M | |
| 2 | +$38.7M | |
| 3 | +$36.1M | |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$34.7M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$25.5M |
Top Sellers
| 1 | -$59.5M | |
| 2 | -$45.7M | |
| 3 | -$44.7M | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$37.9M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$36.8M |