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H&R Block

386 hedge funds and large institutions have $3.38B invested in H&R Block in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 125 increasing their positions, 144 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

13% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 144

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

23% less call options, than puts

Call options by funds: $20.6M | Put options by funds: $26.9M

Holders
386
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.6M
Puts
$26.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
51
$10.1M
52
$9.75M
53
$9.66M
54
$9.23M
55
$9.19M
56
$9.07M
57
$8.97M
58
$8.69M
59
$8.67M
60
$8.16M
61
$8.07M
62
$7.79M
63
$7.03M
64
$6.91M
65
$6.71M
66
$6.41M
67
$6.41M
68
$6.03M
69
$6.02M
70
$5.85M
71
$5.67M
72
$5.59M
73
$5.58M
74
$5.55M
75
$5.49M