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H&R Block

443 hedge funds and large institutions have $4.54B invested in H&R Block in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 120 increasing their positions, 179 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: $

4.37% less ownership

Funds ownership: 103.59%99.22% (-4.4%)

7% less capital invested

Capital invested by funds: $4.9B → $4.54B (-$358M)

33% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 179

Holders
443
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
376
$23K
377
$22K
378
$22K
379
$20K
380
$18K
381
$18K
382
$17K
383
$17K
384
$17K
385
$16K
386
$15K
387
$15K
388
$14K
389
$14K
390
$13.5K
391
$11K
392
$11K
393
$10K
394
$10K
395
$10K
396
$10K
397
$10K
398
$10K
399
$9K
400
$9K