H & r block inc HRB.US Whale Interest Analysis

US Stockconsumer NonCyclical
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HRB Whale Interest Score

3

24

15

Stable Holding
  • AI analysis rates HRB with  a medium whale interest score of 3.
  • The  significant concentrated ownership leads to more stable long-term growth.
  • Institutions have been consistently selling for 3 consecutive quarters,  watch out for the distribution of ownership.
  • Tracking 10 prominent institutions, the following have traded this quarter:
    • Buying: Bridgewater Associates, LP
    • Selling: Renaissance Technologies LLC, and Caxton Associates LP

HRB Whale Interest Reference Factors

According to the latest 13F reports, we summarizes key information, including whale invest rate, number of institutions, and related fund flows, providing an overview of major institutional activity.

Update to 2025/2/18 (Quarterly Update)

Net Flow (Inflow - Outflow)-$3.84M

Capital Inflow

$605.15M

Accumulator : 236 $497.47M
Initiator : 74 $107.68M

Capital Outflow

$608.98M

Reducer : 188 $541.37M
Liquidator : 67 $67.62M

HRB Historical Whale Interest Score

You can use historical scores of 3 or above to observe potential performance and make investment decisions.

Prominent Inst. Holdings of HRB

The buying and selling records of 10 well-known and widely followed institutions for this stock over the past year are listed in the table below.

2024Q4Shares

59.8 K-90%

2024Q3Shares

570.1 KNew Buy

2024Q2Shares

--

2024Q1Shares

--

HRB Insider Transactions

According to the statistics, 1 insider has conducted stock transactions in the past year, with a total of 2 trades. All trades were selling transactions (with a total of 98.78K shares sold).

HRB Top 5 Insider Shareholders

Top 10 High Relevance to HRB Whale Interest Score