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H&R Block

443 hedge funds and large institutions have $4.54B invested in H&R Block in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 120 increasing their positions, 179 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less call options, than puts

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

4.37% less ownership

Funds ownership: 103.59%99.22% (-4.4%)

7% less capital invested

Capital invested by funds: $4.9B → $4.54B (-$358M)

33% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 179

Holders
443
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
$13.1M
Puts
$13.5M
Net Calls
Net Calls Change

Top Sellers

1 -$99.3M
2 -$72.9M
3 -$53.4M
4
APG Asset Management
APG Asset Management
Netherlands
-$39.4M
5
Northern Trust
Northern Trust
Illinois
-$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
276
$458K
277
$458K
278
$456K
279
$453K
280
$447K
281
$445K
282
$443K
283
$439K
284
$434K
285
$424K
286
$423K
287
$414K
288
$376K
289
$371K
290
$369K
291
$367K
292
$364K
293
$360K
294
$350K
295
$350K
296
$346K
297
$332K
298
$326K
299
$318K
300
$317K