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H&R Block

444 hedge funds and large institutions have $4.55B invested in H&R Block in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 120 increasing their positions, 180 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less call options, than puts

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

4.39% less ownership

Funds ownership: 103.67%99.28% (-4.4%)

7% less capital invested

Capital invested by funds: $4.9B → $4.55B (-$359M)

33% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 180

Holders
444
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
$13.1M
Puts
$13.5M
Net Calls
Net Calls Change

Top Sellers

1 -$99.3M
2 -$72.9M
3 -$53.4M
4
APG Asset Management
APG Asset Management
Netherlands
-$39.4M
5
Northern Trust
Northern Trust
Illinois
-$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$824K
227
$822K
228
$815K
229
$811K
230
$798K
231
$789K
232
$776K
233
$761K
234
$759K
235
$753K
236
$749K
237
$734K
238
$732K
239
$730K
240
$729K
241
$724K
242
$715K
243
$710K
244
$704K
245
$693K
246
$676K
247
$668K
248
$668K
249
$664K
250
$654K