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H&R Block
422 hedge funds and large institutions have $5.07B invested in H&R Block in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 141 increasing their positions, 164 reducing their positions, and 75 closing their positions.
New
Increased
Maintained
Reduced
Closed
41% more call options, than puts
Call options by funds: $64.4M | Put options by funds: $45.8M
2.17% more ownership
Funds ownership: 92.24% → 94.41% (+2.2%)
2% less capital invested
Capital invested by funds: $5.16B → $5.07B (-$91.7M)
7% less funds holding
Funds holding: 452 → 422 (-30)
14% less repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 164
33% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 75
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Holders
422
Holders Change
-30
Holders Change %
-6.64%
% of All Funds
6.73%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
50
Increased
141
Reduced
164
Closed
75
Calls
$64.4M
Puts
$45.8M
Net Calls
+$18.7M
Net Calls Change
+$12.2M
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$136M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$129M |
| 3 |
Lazard Asset Management
New York
|
+$76.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$30.2M |
| 5 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$26.3M |
Top Sellers
| 1 |
BlackRock
New York
|
-$56.1M |
| 2 |
State Street
Boston,
Massachusetts
|
-$42.6M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$38.3M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$30.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$27.6M |
