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H&R Block

444 hedge funds and large institutions have $4.55B invested in H&R Block in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 120 increasing their positions, 180 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less call options, than puts

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

4.39% less ownership

Funds ownership: 103.67%99.28% (-4.4%)

7% less capital invested

Capital invested by funds: $4.9B → $4.55B (-$359M)

33% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 180

Holders
444
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
$13.1M
Puts
$13.5M
Net Calls
Net Calls Change

Top Sellers

1 -$99.3M
2 -$72.9M
3 -$53.4M
4
APG Asset Management
APG Asset Management
Netherlands
-$39.4M
5
Northern Trust
Northern Trust
Illinois
-$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
301
$317K
302
$314K
303
$313K
304
$313K
305
$306K
306
$299K
307
$298K
308
$298K
309
$295K
310
$284K
311
$280K
312
$278K
313
$275K
314
$272K
315
$268K
316
$254K
317
$247K
318
$246K
319
$245K
320
$243K
321
$239K
322
$238K
323
$237K
324
$236K
325
$236K