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H&R Block

382 hedge funds and large institutions have $2.62B invested in H&R Block in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 122 increasing their positions, 144 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

2.37% less ownership

Funds ownership: 97.75%95.38% (-2.4%)

15% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 144

31% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $19.5M

Holders
382
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
$13.5M
Puts
$19.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
276
$169K
277
$166K
278
$160K
279
$157K
280
$157K
281
$155K
282
$153K
283
$153K
284
$151K
285
$150K
286
$150K
287
$148K
288
$147K
289
$146K
290
$146K
291
$139K
292
$127K
293
$122K
294
$118K
295
$115K
296
$114K
297
$102K
298
$86K
299
$85K
300
$85K