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H&R Block
HRB
HRB
369 hedge funds and large institutions have $2.55B invested in H&R Block in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 99 increasing their positions, 155 reducing their positions, and 63 closing their positions.
New
Increased
Maintained
Reduced
Closed
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.33% less ownership
Funds ownership: 88.03% → 87.7% (-0.33%)
5% less first-time investments, than exits
New positions opened: 60 | Existing positions closed: 63
2% less funds holding
Funds holding: 376 → 369 (-7)
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
369
Holders Change
-7
Holders Change %
-1.86%
% of All Funds
6.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
60
Increased
99
Reduced
155
Closed
63
Calls
$23.2M
Puts
$25.8M
Net Calls
-$2.65M
Net Calls Change
+$2.15M
Top Buyers
| 1 |
Lazard Asset Management
New York
|
+$55.9M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$40.2M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$39M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$33.7M |
| 5 |
Morgan Stanley
New York
|
+$24.6M |
Top Sellers
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$31.8M |
| 2 |
Renaissance Technologies
New York
|
-$30.6M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$30.3M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
-$28.8M |
| 5 |
D.E. Shaw & Co
New York
|
-$26.7M |
