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H&R Block

386 hedge funds and large institutions have $3.38B invested in H&R Block in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 125 increasing their positions, 144 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

13% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 144

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

23% less call options, than puts

Call options by funds: $20.6M | Put options by funds: $26.9M

Holders
386
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
$20.6M
Puts
$26.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
176
$939K
177
$916K
178
$907K
179
$896K
180
$895K
181
$892K
182
$868K
183
$857K
184
$839K
185
$837K
186
$827K
187
$827K
188
$805K
189
$792K
190
$792K
191
$773K
192
$762K
193
$761K
194
$759K
195
$736K
196
$735K
197
$733K
198
$723K
199
$723K
200
$721K