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H&R Block

557 hedge funds and large institutions have $6.96B invested in H&R Block in 2025 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 181 increasing their positions, 210 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

14% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 210

40% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $25.9M

Holders
557
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.5M
Puts
$25.9M
Net Calls
Net Calls Change

Top Buyers

1 +$70.4M
2 +$62.9M
3 +$49.2M
4
Marshall Wace
Marshall Wace
United Kingdom
+$48.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$40.4M

Top Sellers

1 -$194M
2 -$93.3M
3 -$63.5M
4
Boston Partners
Boston Partners
Massachusetts
-$40.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$29.4M
Name Holding Trade Value Shares
Change
Change in
Stake
526
$2.36K
527
$2.31K
528
$2.25K
529
$2K
530
$2K
531
$1.59K
532
$1.59K
533
$1.54K
534
$1.48K
535
$1.32K
536
$1.32K
537
$1.15K
538
$1.1K
539
$1.01K
540
$1K
541
$879
542
$879
543
$659
544
$550
545
$550
546
$440
547
$384
548
$367
549
$330
550
$330