H&R Block
HRB
HRB
546 hedge funds and large institutions have $6.67B invested in H&R Block in 2024 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 212 increasing their positions, 166 reducing their positions, and 66 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
16% less capital invested
Capital invested by funds: $7.9B → $6.67B (-$1.23B)
18% less call options, than puts
Call options by funds: $34.6M | Put options by funds: $42.5M
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Holders
546
Holding in Top 10
3
Calls
$34.6M
Puts
$42.5M
Top Buyers
| 1 | +$87.7M | |
| 2 | +$36.8M | |
| 3 | +$34.4M | |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$27.7M |
| 5 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$25.6M |
Top Sellers
| 1 | -$239M | |
| 2 | -$27M | |
| 3 | -$22.5M | |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$16.6M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$13.6M |