HRB icon

H&R Block

494 hedge funds and large institutions have $6.83B invested in H&R Block in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 166 increasing their positions, 163 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.31% less ownership

Funds ownership: 91.62%90.31% (-1.3%)

31% less call options, than puts

Call options by funds: $35.1M | Put options by funds: $50.7M

Holders
494
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$35.1M
Puts
$50.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
151
$2.12M
152
$2.09M
153
$2.06M
154
$2.04M
155
$1.82M
156
$1.82M
157
$1.79M
158
$1.76M
159
$1.7M
160
$1.69M
161
$1.69M
162
$1.68M
163
$1.67M
164
$1.64M
165
$1.61M
166
$1.61M
167
$1.6M
168
$1.58M
169
$1.58M
170
$1.57M
171
$1.56M
172
$1.51M
173
$1.48M
174
$1.45M
175
$1.45M