HRB icon

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
376
$46K
377
$46K
378
$41K
379
$37K
380
$35K
381
$30K
382
$29K
383
$29K
384
$27K
385
$26K
386
$26K
387
$22K
388
$21K
389
$20K
390
$18K
391
$17K
392
$17K
393
$15K
394
$14K
395
$13K
396
$13K
397
$12K
398
$12K
399
$12K
400
$12K