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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
351
$127K
352
$116K
353
$113K
354
$99K
355
$99K
356
$85K
357
$81K
358
$81K
359
$79K
360
$78K
361
$71K
362
$70K
363
$56K
364
$53.2K
365
$53K
366
$52K
367
$50K
368
$47K
369
$35K
370
$35K
371
$31K
372
$28K
373
$27K
374
$24K
375
$23K