H&R Block
HRB
HRB
394 hedge funds and large institutions have $4.31B invested in H&R Block in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 115 increasing their positions, 161 reducing their positions, and 75 closing their positions.
New
Increased
Maintained
Reduced
Closed
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
less call options, than puts
Call options by funds: $ | Put options by funds: $
29% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 161
31% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 75
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
394
Holding in Top 10
1
Calls
$27.7M
Puts
$36M
Top Buyers
| 1 | +$48.2M | |
| 2 | +$34.8M | |
| 3 | +$32.7M | |
| 4 |
Man Group
London,
United Kingdom
|
+$20.8M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$20.6M |
Top Sellers
| 1 | -$152M | |
| 2 | -$38.5M | |
| 3 | -$33.2M | |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$32.5M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$28.5M |