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H&R Block

391 hedge funds and large institutions have $3.73B invested in H&R Block in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 140 reducing their positions, and 50 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 funds holding

Funds holding:

0.36% less ownership

Funds ownership: 84.07%83.71% (-0.36%)

19% less call options, than puts

Call options by funds: $28.3M | Put options by funds: $35.1M

23% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 140

Holders
391
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28.3M
Puts
$35.1M
Net Calls
Net Calls Change

Top Buyers

1 +$36.5M
2 +$35.4M
3 +$18.9M
4
First Trust Advisors
First Trust Advisors
Illinois
+$16.8M
5
AssetMark Inc
AssetMark Inc
California
+$12.6M

Top Sellers

1 -$27.3M
2 -$26.6M
3 -$25.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$15.5M
5
Man Group
Man Group
United Kingdom
-$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$1.5M
152
$1.47M
153
$1.47M
154
$1.47M
155
$1.47M
156
$1.45M
157
$1.42M
158
$1.39M
159
$1.37M
160
$1.28M
161
$1.25M
162
$1.24M
163
$1.24M
164
$1.19M
165
$1.18M
166
$1.16M
167
$1.15M
168
$1.14M
169
$1.11M
170
$1.11M
171
$1.11M
172
$1.11M
173
$1.08M
174
$1.06M
175
$1.01M