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H&R Block

453 hedge funds and large institutions have $7.25B invested in H&R Block in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more ownership

Funds ownership:

1% more funds holding

Funds holding: 450453 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

14% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 171

Holders
453
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
$23.6M
Puts
$20.2M
Net Calls
Net Calls Change

Top Buyers

1 +$49.1M
2 +$44.2M
3 +$36.2M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$32.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$31.8M

Top Sellers

1 -$216M
2 -$59.6M
3 -$54.5M
4
Ameriprise
Ameriprise
Minnesota
-$46.8M
5
Man Group
Man Group
United Kingdom
-$27.9M
Name Holding Trade Value Shares
Change
Change in
Stake
301
$349K
302
$345K
303
$344K
304
$343K
305
$342K
306
$342K
307
$334K
308
$333K
309
$333K
310
$322K
311
$318K
312
$312K
313
$300K
314
$300K
315
$300K
316
$298K
317
$290K
318
$289K
319
$288K
320
$277K
321
$276K
322
$271K
323
$268K
324
$267K
325
$266K