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H&R Block

450 hedge funds and large institutions have $5.15B invested in H&R Block in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 146 increasing their positions, 157 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

7% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 157

1% less funds holding

Funds holding: 456450 (-6)

12% less capital invested

Capital invested by funds: $5.86B → $5.15B (-$708M)

Holders
450
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
$74M
Puts
$67.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
126
$2.66M
127
$2.65M
128
$2.63M
129
$2.61M
130
$2.61M
131
$2.57M
132
$2.55M
133
$2.54M
134
$2.53M
135
$2.48M
136
$2.48M
137
$2.35M
138
$2.22M
139
$2.22M
140
$2.22M
141
$2.2M
142
$2.19M
143
$2.18M
144
$2.16M
145
$2.1M
146
$2.06M
147
$2.02M
148
$1.97M
149
$1.96M
150
$1.94M