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H&R Block
HRB
HRB
451 hedge funds and large institutions have $4.98B invested in H&R Block in 2019 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 183 increasing their positions, 142 reducing their positions, and 60 closing their positions.
New
Increased
Maintained
Reduced
Closed
29% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 142
4.58% more ownership
Funds ownership: 98.09% → 102.67% (+4.6%)
5% more call options, than puts
Call options by funds: $27.4M | Put options by funds: $26M
1% more capital invested
Capital invested by funds: $4.93B → $4.98B (+$50.7M)
8% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 60
2% less funds holding
Funds holding: 460 → 451 (-9)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Holders
451
Holders Change
-9
Holders Change %
-1.96%
% of All Funds
9.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
55
Increased
183
Reduced
142
Closed
60
Calls
$27.4M
Puts
$26M
Net Calls
+$1.36M
Net Calls Change
+$45.2M
Top Buyers
Top Sellers
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$54.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$38M |
| 3 |
JP Morgan Chase
New York
|
-$35.7M |
| 4 |
Squarepoint
New York
|
-$32.6M |
| 5 |
Morgan Stanley
New York
|
-$32.2M |