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H&R Block

433 hedge funds and large institutions have $4.9B invested in H&R Block in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 139 increasing their positions, 173 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

20% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 173

31% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 65

32% less capital invested

Capital invested by funds: $7.25B → $4.9B (-$2.35B)

Holders
433
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
$16.2M
Puts
$12.1M
Net Calls
Net Calls Change

Top Sellers

1 -$49.1M
2 -$43.3M
3 -$35.1M
4
DZ Bank
DZ Bank
Germany
-$26.3M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$25.9M
Name Holding Trade Value Shares
Change
Change in
Stake
301
$300K
302
$294K
303
$293K
304
$289K
305
$283K
306
$281K
307
$281K
308
$279K
309
$279K
310
$267K
311
$261K
312
$259K
313
$255K
314
$253K
315
$252K
316
$251K
317
$244K
318
$243K
319
$242K
320
$240K
321
$230K
322
$229K
323
$222K
324
$222K
325
$220K