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H&R Block

432 hedge funds and large institutions have $4.9B invested in H&R Block in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 173 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

20% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 173

31% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 65

32% less capital invested

Capital invested by funds: $7.25B → $4.9B (-$2.35B)

Holders
432
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
$16.2M
Puts
$12.1M
Net Calls
Net Calls Change

Top Sellers

1 -$49.1M
2 -$43.3M
3 -$35.1M
4
DZ Bank
DZ Bank
Germany
-$26.3M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$25.9M
Name Holding Trade Value Shares
Change
Change in
Stake
251
$641K
252
$634K
253
$631K
254
$597K
255
$580K
256
$571K
257
$568K
258
$568K
259
$540K
260
$533K
261
$521K
262
$520K
263
$515K
264
$504K
265
$488K
266
$486K
267
$486K
268
$482K
269
$472K
270
$458K
271
$443K
272
$443K
273
$442K
274
$442K
275
$442K