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H&R Block
HRB
HRB
434 hedge funds and large institutions have $4.93B invested in H&R Block in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 115 increasing their positions, 146 reducing their positions, and 50 closing their positions.
New
Increased
Maintained
Reduced
Closed
116% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 50
36% more call options, than puts
Call options by funds: $81.3M | Put options by funds: $59.8M
33% more capital invested
Capital invested by funds: $3.71B → $4.93B (+$1.22B)
13% more funds holding
Funds holding: 385 → 434 (+49)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
1.03% less ownership
Funds ownership: 85.44% → 84.41% (-1%)
21% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 146
Holders
434
Holders Change
+49
Holders Change %
+12.73%
% of All Funds
7.31%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
108
Increased
115
Reduced
146
Closed
50
Calls
$81.3M
Puts
$59.8M
Net Calls
+$21.5M
Net Calls Change
+$14.6M
Top Buyers
Top Sellers
| 1 |
Lazard Asset Management
New York
|
-$111M |
| 2 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$57.6M |
| 3 |
BlackRock
New York
|
-$50.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$26.2M |
| 5 |
Swedbank
Stockholm,
Sweden
|
-$26M |
