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H&R Block

367 hedge funds and large institutions have $2.55B invested in H&R Block in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 99 increasing their positions, 155 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $2.76B → $2.55B (-$216M)

10% less call options, than puts

Call options by funds: $23.2M | Put options by funds: $25.8M

36% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 155

Holders
367
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23.2M
Puts
$25.8M
Net Calls
Net Calls Change

Top Buyers

1 +$51.3M
2 +$36.9M
3 +$35.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$30.9M
5
Morgan Stanley
Morgan Stanley
New York
+$22.6M

Top Sellers

1 -$29.2M
2 -$28.8M
3 -$28.1M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$27.5M
5
KBC Group
KBC Group
Belgium
-$25.4M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$6.91M
52
$6.62M
53
$6.13M
54
$6.12M
55
$5.49M
56
$5.43M
57
$5.42M
58
$5.28M
59
$5.11M
60
$5.01M
61
$4.79M
62
$4.76M
63
$4.75M
64
$4.71M
65
$4.6M
66
$4.49M
67
$4.46M
68
$4.38M
69
$4.22M
70
$4.21M
71
$4.17M
72
$3.97M
73
$3.96M
74
$3.81M
75
$3.79M