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H&R Block

450 hedge funds and large institutions have $4.98B invested in H&R Block in 2019 Q1 according to their latest regulatory filings, with 54 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: $ → $

2% less funds holding

Funds holding: 460450 (-10)

10% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 60

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
450
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
$27.4M
Puts
$26M
Net Calls
Net Calls Change

Top Sellers

1 -$54.1M
2 -$37M
3 -$34.7M
4
Squarepoint
Squarepoint
New York
-$32.6M
5
Morgan Stanley
Morgan Stanley
New York
-$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
276
$410K
277
$410K
278
$410K
279
$404K
280
$403K
281
$402K
282
$396K
283
$388K
284
$383K
285
$360K
286
$359K
287
$356K
288
$352K
289
$350K
290
$346K
291
$342K
292
$340K
293
$331K
294
$329K
295
$329K
296
$323K
297
$321K
298
$319K
299
$316K
300
$313K