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H&R Block

494 hedge funds and large institutions have $6.84B invested in H&R Block in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 166 increasing their positions, 163 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.22% less ownership

Funds ownership: 91.62%90.39% (-1.2%)

31% less call options, than puts

Call options by funds: $35.1M | Put options by funds: $50.7M

Holders
494
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$35.1M
Puts
$50.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
101
$4.82M
102
$4.75M
103
$4.75M
104
$4.67M
105
$4.63M
106
$4.55M
107
$4.47M
108
$4.33M
109
$4.14M
110
$4.14M
111
$4.05M
112
$3.89M
113
$3.75M
114
$3.62M
115
$3.47M
116
$3.38M
117
$3.37M
118
$3.36M
119
$3.34M
120
$3.28M
121
$3.25M
122
$3.11M
123
$2.94M
124
$2.87M
125
$2.83M