H&R Block
384 hedge funds and large institutions have $2.65B invested in H&R Block in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 149 reducing their positions, and 101 closing their positions.
New
Increased
Maintained
Reduced
Closed
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less call options, than puts
Call options by funds: $ | Put options by funds: $
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
42% less capital invested
Capital invested by funds: $4.55B → $2.65B (-$1.9B)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
54% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 101
Holders
384
Holding in Top 10
1
Calls
$8.34M
Puts
$9.66M
Top Buyers
| 1 | +$79M | |
| 2 | +$51.6M | |
| 3 | +$42.1M | |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$28.4M |
| 5 |
PCM
Polaris Capital Management
Boston,
Massachusetts
|
+$25.7M |
Top Sellers
| 1 | -$95.9M | |
| 2 | -$55.4M | |
| 3 | -$34.4M | |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$29.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$26.6M |