HRB icon

H&R Block

408 hedge funds and large institutions have $5.71B invested in H&R Block in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more call options, than puts

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

4% more funds holding

Funds holding: 394408 (+14)

1.48% more ownership

Funds ownership: 88.65%90.13% (+1.5%)

12% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 141

Holders
408
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$62.7M
Puts
$52.1M
Net Calls
Net Calls Change

Top Buyers

1 +$62.6M
2 +$24.1M
3 +$13.8M
4
Goldman Sachs
Goldman Sachs
New York
+$11.1M
5
Norges Bank
Norges Bank
Norway
+$10.3M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$855K
202
$835K
203
$790K
204
$779K
205
$775K
206
$771K
207
$771K
208
$761K
209
$750K
210
$749K
211
$745K
212
$742K
213
$739K
214
$735K
215
$718K
216
$702K
217
$696K
218
$695K
219
$683K
220
$682K
221
$678K
222
$667K
223
$654K
224
$649K
225
$646K