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H&R Block

384 hedge funds and large institutions have $3.7B invested in H&R Block in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 142 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

6% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 54

1% less funds holding

Funds holding: 386384 (-2)

24% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 142

Holders
384
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18M
Puts
$11.1M
Net Calls
Net Calls Change

Top Sellers

1 -$104M
2 -$50.4M
3 -$32.1M
4
Northern Trust
Northern Trust
Illinois
-$27M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$693K
202
$653K
203
$651K
204
$641K
205
$624K
206
$622K
207
$621K
208
$611K
209
$601K
210
$594K
211
$589K
212
$586K
213
$575K
214
$563K
215
$544K
216
$542K
217
$534K
218
$521K
219
$515K
220
$511K
221
$469K
222
$469K
223
$457K
224
$445K
225
$444K