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H&R Block

408 hedge funds and large institutions have $5.71B invested in H&R Block in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

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

4% more funds holding

Funds holding: 394408 (+14)

1.48% more ownership

Funds ownership: 88.65%90.13% (+1.5%)

12% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 141

Holders
408
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$62.7M
Puts
$52.1M
Net Calls
Net Calls Change

Top Buyers

1 +$62.6M
2 +$24.1M
3 +$13.8M
4
Goldman Sachs
Goldman Sachs
New York
+$11.1M
5
Norges Bank
Norges Bank
Norway
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$2.61M
127
$2.54M
128
$2.47M
129
$2.45M
130
$2.37M
131
$2.31M
132
$2.3M
133
$2.28M
134
$2.27M
135
$2.2M
136
$2.2M
137
$2.13M
138
$2.02M
139
$1.99M
140
$1.92M
141
$1.87M
142
$1.86M
143
$1.84M
144
$1.79M
145
$1.79M
146
$1.69M
147
$1.68M
148
$1.68M
149
$1.66M
150
$1.64M