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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
76
$7.78M
77
$7.62M
78
$7.54M
79
$7.43M
80
$7.07M
81
$6.6M
82
$6.38M
83
$6.37M
84
$6.1M
85
$6.08M
86
$6.07M
87
$5.97M
88
$5.72M
89
$5.71M
90
$5.63M
91
$5.54M
92
$5.33M
93
$5.29M
94
$5.28M
95
$5.16M
96
$4.94M
97
$4.71M
98
$4.41M
99
$4.31M
100
$4.29M