H&R Block
386 hedge funds and large institutions have $3.38B invested in H&R Block in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 125 increasing their positions, 144 reducing their positions, and 44 closing their positions.
New
Increased
Maintained
Reduced
Closed
less first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
13% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 144
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
23% less call options, than puts
Call options by funds: $20.6M | Put options by funds: $26.9M
Holders
386
Holding in Top 10
5
Calls
$20.6M
Puts
$26.9M
Top Buyers
1 | +$69.1M | |
2 | +$33.1M | |
3 | +$16.5M | |
4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$9.97M |
5 |
Lazard Asset Management
New York
|
+$6.17M |
Top Sellers
1 | -$46.3M | |
2 | -$24.9M | |
3 | -$24.7M | |
4 |
American Century Companies
Kansas City,
Missouri
|
-$21.3M |
5 |
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Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$21M |