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H&R Block

450 hedge funds and large institutions have $4.98B invested in H&R Block in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 183 increasing their positions, 142 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

2% less funds holding

Funds holding: 460450 (-10)

10% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 60

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
450
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
$27.4M
Puts
$26M
Net Calls
Net Calls Change

Top Sellers

1 -$54.1M
2 -$37M
3 -$34.7M
4
Squarepoint
Squarepoint
New York
-$32.6M
5
Morgan Stanley
Morgan Stanley
New York
-$31.3M
Name Holding Trade Value Shares
Change
Change in
Stake
301
$312K
302
$307K
303
$300K
304
$299K
305
$297K
306
$292K
307
$291K
308
$288K
309
$283K
310
$283K
311
$282K
312
$281K
313
$280K
314
$280K
315
$279K
316
$277K
317
$277K
318
$276K
319
$272K
320
$269K
321
$262K
322
$261K
323
$251K
324
$242K
325
$242K