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H&R Block

432 hedge funds and large institutions have $4.9B invested in H&R Block in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 173 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

20% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 173

31% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 65

32% less capital invested

Capital invested by funds: $7.25B → $4.9B (-$2.35B)

Holders
432
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
$16.2M
Puts
$12.1M
Net Calls
Net Calls Change

Top Sellers

1 -$49.1M
2 -$43.3M
3 -$35.1M
4
DZ Bank
DZ Bank
Germany
-$26.3M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$25.9M
Name Holding Trade Value Shares
Change
Change in
Stake
276
$437K
277
$427K
278
$427K
279
$425K
280
$399K
281
$378K
282
$378K
283
$369K
284
$349K
285
$348K
286
$346K
287
$341K
288
$321K
289
$319K
290
$319K
291
$319K
292
$318K
293
$315K
294
$315K
295
$312K
296
$308K
297
$304K
298
$304K
299
$301K
300
$300K