H&R Block
460 hedge funds and large institutions have $4.93B invested in H&R Block in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 150 increasing their positions, 162 reducing their positions, and 38 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
more ownership
Funds ownership: →
2% less capital invested
Capital invested by funds: $5.04B → $4.93B (-$102M)
7% less repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 162
53% less call options, than puts
Call options by funds: $38.8M | Put options by funds: $82.7M
Holders
460
Holding in Top 10
3
Calls
$38.8M
Puts
$82.7M
Top Buyers
| 1 | +$131M | |
| 2 | +$59.5M | |
| 3 | +$47.7M | |
| 4 |
Bank of New York Mellon
New York
|
+$34.4M |
| 5 |
Squarepoint
New York
|
+$32.6M |
Top Sellers
| 1 | -$138M | |
| 2 | -$28M | |
| 3 | -$27.2M | |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$26.9M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$23.7M |