H&R Block
557 hedge funds and large institutions have $6.96B invested in H&R Block in 2025 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 180 increasing their positions, 210 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 funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
14% less repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 210
40% less call options, than puts
Call options by funds: $15.5M | Put options by funds: $25.9M
Holders
557
Holding in Top 10
3
Calls
$15.5M
Puts
$25.9M
Top Buyers
| 1 | +$70.4M | |
| 2 | +$62.9M | |
| 3 | +$49.2M | |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$48.1M |
| 5 |
D.E. Shaw & Co
New York
|
+$40.4M |
Top Sellers
| 1 | -$194M | |
| 2 | -$93.3M | |
| 3 | -$63.5M | |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$40.2M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$29.4M |
