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H&R Block

453 hedge funds and large institutions have $7.25B invested in H&R Block in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more ownership

Funds ownership:

1% more funds holding

Funds holding: 450453 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

14% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 171

Holders
453
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23.6M
Puts
$20.2M
Net Calls
Net Calls Change

Top Buyers

1 +$49.1M
2 +$44.2M
3 +$36.2M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$32.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$31.8M

Top Sellers

1 -$216M
2 -$59.6M
3 -$54.5M
4
Ameriprise
Ameriprise
Minnesota
-$46.8M
5
Man Group
Man Group
United Kingdom
-$27.9M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$1.05M
227
$1.05M
228
$1.04M
229
$1.03M
230
$1.03M
231
$999K
232
$945K
233
$944K
234
$935K
235
$934K
236
$891K
237
$880K
238
$879K
239
$861K
240
$858K
241
$850K
242
$850K
243
$845K
244
$840K
245
$812K
246
$806K
247
$798K
248
$786K
249
$765K
250
$765K