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H&R Block

383 hedge funds and large institutions have $2.64B invested in H&R Block in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 148 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

42% less capital invested

Capital invested by funds: $4.54B → $2.64B (-$1.9B)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

54% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 101

Holders
383
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.34M
Puts
$9.66M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
76
$4.14M
77
$4.03M
78
$3.73M
79
$3.6M
80
$3.57M
81
$3.26M
82
$3.11M
83
$3M
84
$2.89M
85
$2.89M
86
$2.88M
87
$2.88M
88
$2.74M
89
$2.58M
90
$2.54M
91
$2.49M
92
$2.45M
93
$2.37M
94
$2.35M
95
$2.32M
96
$2.31M
97
$2.3M
98
$2.28M
99
$2.27M
100
$2.25M