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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
1
$944M
2
$793M
3
$647M
4
$273M
5
$264M
6
$166M
7
$154M
8
$119M
9
$117M
10
$110M
11
$103M
12
$102M
13
$93.7M
14
$87.8M
15
$82.9M
16
$73M
17
$70.7M
18
$67.2M
19
$65.6M
20
$52M
21
$50.9M
22
$50.4M
23
$43.4M
24
$42.9M
25
$41.1M