H&R Block
451 hedge funds and large institutions have $4.98B invested in H&R Block in 2019 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 183 increasing their positions, 142 reducing their positions, and 60 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
more call options, than puts
Call options by funds: $ | Put options by funds: $
more capital invested
Capital invested by funds: $ → $
8% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 60
2% less funds holding
Funds holding: 460 → 451 (-9)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Holders
451
Holding in Top 10
2
Calls
$27.4M
Puts
$26M
Top Buyers
| 1 | +$64.3M | |
| 2 | +$45M | |
| 3 | +$39.1M | |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$34M |
| 5 |
First Eagle Investment Management
New York
|
+$32.7M |
Top Sellers
| 1 | -$54.1M | |
| 2 | -$37M | |
| 3 | -$34.7M | |
| 4 |
Squarepoint
New York
|
-$32.6M |
| 5 |
Morgan Stanley
New York
|
-$31.3M |