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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
201
$935K
202
$935K
203
$916K
204
$892K
205
$864K
206
$858K
207
$853K
208
$851K
209
$845K
210
$839K
211
$824K
212
$814K
213
$812K
214
$808K
215
$804K
216
$795K
217
$794K
218
$794K
219
$789K
220
$788K
221
$784K
222
$778K
223
$757K
224
$744K
225
$741K