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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
126
$1.94M
127
$1.92M
128
$1.92M
129
$1.91M
130
$1.74M
131
$1.67M
132
$1.66M
133
$1.65M
134
$1.65M
135
$1.65M
136
$1.64M
137
$1.63M
138
$1.52M
139
$1.51M
140
$1.5M
141
$1.44M
142
$1.41M
143
$1.4M
144
$1.4M
145
$1.38M
146
$1.37M
147
$1.37M
148
$1.36M
149
$1.36M
150
$1.36M