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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
76
$5.42M
77
$5.29M
78
$4.7M
79
$4.59M
80
$4.49M
81
$4.24M
82
$4.12M
83
$3.85M
84
$3.7M
85
$3.68M
86
$3.64M
87
$3.59M
88
$3.58M
89
$3.51M
90
$3.49M
91
$3.15M
92
$3.11M
93
$3.08M
94
$3.06M
95
$3M
96
$2.98M
97
$2.92M
98
$2.87M
99
$2.7M
100
$2.69M