H&R Block
541 hedge funds and large institutions have $7.9B invested in H&R Block in 2024 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 172 increasing their positions, 174 reducing their positions, and 47 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
1% less repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 174
1.26% less ownership
Funds ownership: 90.31% → 89.04% (-1.3%)
29% less call options, than puts
Call options by funds: $50.8M | Put options by funds: $71.5M
Holders
541
Holding in Top 10
4
Calls
$50.8M
Puts
$71.5M
Top Buyers
| 1 | +$69.8M | |
| 2 | +$43.7M | |
| 3 | +$39.3M | |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$38.2M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$37.6M |
Top Sellers
| 1 | -$119M | |
| 2 | -$61.5M | |
| 3 | -$35.7M | |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$34.4M |
| 5 |
Goldman Sachs
New York
|
-$32.7M |