H&R Block
479 hedge funds and large institutions have $3.83B invested in H&R Block in 2026 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 207 increasing their positions, 134 reducing their positions, and 95 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
less funds holding
Funds holding: →
14% less first-time investments, than exits
New positions opened: 82 | Existing positions closed: 95
25% less capital invested
Capital invested by funds: $5.13B → $3.83B (-$1.29B)
36% less call options, than puts
Call options by funds: $15.4M | Put options by funds: $24.1M
Holders
479
Holding in Top 10
7
Calls
$15.4M
Puts
$24.1M
Top Buyers
| 1 | +$56.7M | |
| 2 | +$55.2M | |
| 3 | +$44.2M | |
| 4 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$30.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$29.2M |
Top Sellers
| 1 | -$134M | |
| 2 | -$31M | |
| 3 | -$28.9M | |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$24.8M |
| 5 |
AT
Arbejdsmarkedets Tillaegspension
Hilleroed,
|
-$24.2M |