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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
176
$1.41M
177
$1.4M
178
$1.37M
179
$1.37M
180
$1.36M
181
$1.32M
182
$1.32M
183
$1.32M
184
$1.3M
185
$1.3M
186
$1.25M
187
$1.24M
188
$1.21M
189
$1.19M
190
$1.18M
191
$1.16M
192
$1.15M
193
$1.13M
194
$1.12M
195
$1.11M
196
$1.06M
197
$1.01M
198
$967K
199
$955K
200
$941K