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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
151
$1.93M
152
$1.86M
153
$1.84M
154
$1.74M
155
$1.67M
156
$1.67M
157
$1.65M
158
$1.65M
159
$1.64M
160
$1.62M
161
$1.61M
162
$1.59M
163
$1.58M
164
$1.57M
165
$1.55M
166
$1.55M
167
$1.55M
168
$1.54M
169
$1.52M
170
$1.51M
171
$1.5M
172
$1.49M
173
$1.46M
174
$1.46M
175
$1.44M