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H&R Block
HRB
HRB
481 hedge funds and large institutions have $3.86B invested in H&R Block in 2026 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 209 increasing their positions, 134 reducing their positions, and 94 closing their positions.
New
Increased
Maintained
Reduced
Closed
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
56% more repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 134
2.73% more ownership
Funds ownership: 93.03% → 95.77% (+2.7%)
5% less funds holding
Funds holding: 504 → 481 (-23)
13% less first-time investments, than exits
New positions opened: 82 | Existing positions closed: 94
25% less capital invested
Capital invested by funds: $5.13B → $3.86B (-$1.27B)
36% less call options, than puts
Call options by funds: $15.4M | Put options by funds: $24.1M
Holders
481
Holders Change
-23
Holders Change %
-4.56%
% of All Funds
5.92%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
82
Increased
209
Reduced
134
Closed
94
Calls
$15.4M
Puts
$24.1M
Net Calls
-$8.72M
Net Calls Change
-$10.6M
Top Buyers
| 1 |
HCM
Himalaya Capital Management
Seattle,
Washington
|
+$56.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$55.2M |
| 3 |
Lazard Asset Management
New York
|
+$44.2M |
| 4 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$30.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$29.2M |
