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H&R Block

453 hedge funds and large institutions have $7.25B invested in H&R Block in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more ownership

Funds ownership:

1% more funds holding

Funds holding: 450453 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

14% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 171

Holders
453
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
$23.6M
Puts
$20.2M
Net Calls
Net Calls Change

Top Buyers

1 +$49.1M
2 +$44.2M
3 +$36.2M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$32.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$31.8M

Top Sellers

1 -$216M
2 -$59.6M
3 -$54.5M
4
Ameriprise
Ameriprise
Minnesota
-$46.8M
5
Man Group
Man Group
United Kingdom
-$27.9M
Name Holding Trade Value Shares
Change
Change in
Stake
276
$514K
277
$505K
278
$493K
279
$484K
280
$472K
281
$469K
282
$458K
283
$456K
284
$440K
285
$427K
286
$423K
287
$423K
288
$421K
289
$420K
290
$408K
291
$403K
292
$398K
293
$395K
294
$387K
295
$363K
296
$357K
297
$355K
298
$353K
299
$353K
300
$350K