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H&R Block

383 hedge funds and large institutions have $2.64B invested in H&R Block in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 148 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: $4.54B → $2.64B (-$1.9B)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

54% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 101

Holders
383
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.34M
Puts
$9.66M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
276
$148K
277
$144K
278
$144K
279
$144K
280
$144K
281
$142K
282
$142K
283
$131K
284
$128K
285
$127K
286
$116K
287
$115K
288
$113K
289
$113K
290
$108K
291
$92K
292
$91K
293
$90K
294
$85K
295
$83K
296
$80.3K
297
$75K
298
$69K
299
$50K
300
$49K