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H&R Block

383 hedge funds and large institutions have $2.64B invested in H&R Block in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 148 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

42% less capital invested

Capital invested by funds: $4.54B → $2.64B (-$1.9B)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

54% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 101

Holders
383
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.34M
Puts
$9.66M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
251
$216K
252
$211K
253
$210K
254
$205K
255
$201K
256
$201K
257
$201K
258
$194K
259
$189K
260
$188K
261
$186K
262
$182K
263
$181K
264
$179K
265
$176K
266
$173K
267
$171K
268
$163K
269
$163K
270
$162K
271
$160K
272
$153K
273
$153K
274
$150K
275
$149K