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H&R Block
467 hedge funds and large institutions have $6.16B invested in H&R Block in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 160 reducing their positions, and 41 closing their positions.
New
Increased
Maintained
Reduced
Closed
151% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 41
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
14% more funds holding
Funds holding: 410 → 467 (+57)
8% more capital invested
Capital invested by funds: $5.72B → $6.16B (+$443M)
4% less call options, than puts
Call options by funds: $43.3M | Put options by funds: $45M
1.9% less ownership
Funds ownership: 90.39% → 88.48% (-1.9%)
21% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 160
Holders
467
Holders Change
+57
Holders Change %
+13.9%
% of All Funds
6.81%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
103
Increased
126
Reduced
160
Closed
41
Calls
$43.3M
Puts
$45M
Net Calls
-$1.75M
Net Calls Change
-$12.3M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$39.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$32M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$28.1M |
| 4 |
Man Group
London,
United Kingdom
|
+$25.2M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$19.8M |
Top Sellers
| 1 |
Lazard Asset Management
New York
|
-$71M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$56.3M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$42.9M |
| 4 |
State Street
Boston,
Massachusetts
|
-$27.5M |
| 5 |
BlackRock
New York
|
-$24M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
501
First Manhattan
New York
| – | -$5.73K | -133 | Closed |
|
502
EARNEST Partners
Atlanta,
Georgia
| – | -$5.12K | -119 | Closed |
|
|
HL
503
HeadInvest LLC
Portland,
Maine
| – | -$4.24K | -100 | Closed |
|
|
HCP
504
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$1.68K | -39 | Closed |
|
|
CA
505
Centerpoint Advisors
Needham,
Massachusetts
| – | -$1K | -33 | Closed |
|
|
BAAM
506
Baker Avenue Asset Management
San Francisco,
California
| – | -$474 | -11 | Closed |
|
|
CHA
507
Carmichael Hill & Associates
Gaithersburg,
Maryland
| – | -$449 | -10 | Closed |
|
|
WT
508
Whittier Trust
South Pasadena,
California
| – | -$430 | -10 | Closed |
|
|
OP
509
ORG Partners
Roanoke,
Indiana
| – | -$280 | -6 | Closed |
|