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H&R Block

384 hedge funds and large institutions have $3.7B invested in H&R Block in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 142 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

6% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 54

1% less funds holding

Funds holding: 386384 (-2)

24% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 142

Holders
384
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18M
Puts
$11.1M
Net Calls
Net Calls Change

Top Sellers

1 -$104M
2 -$50.4M
3 -$32.1M
4
Northern Trust
Northern Trust
Illinois
-$27M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$10.5M
52
$10.5M
53
$10M
54
$9.84M
55
$9.67M
56
$9.34M
57
$8.96M
58
$8.47M
59
$8.45M
60
$7.44M
61
$7.29M
62
$7.16M
63
$6.96M
64
$6.96M
65
$6.71M
66
$6.57M
67
$6.51M
68
$6.25M
69
$6.2M
70
$6.09M
71
$6.07M
72
$5.93M
73
$5.81M
74
$5.75M
75
$5.62M