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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
326
$219K
327
$219K
328
$215K
329
$214K
330
$213K
331
$208K
332
$206K
333
$200K
334
$195K
335
$187K
336
$185K
337
$181K
338
$181K
339
$170K
340
$169K
341
$167K
342
$151K
343
$145K
344
$143K
345
$140K
346
$135K
347
$131K
348
$114K
349
$113K
350
$108K