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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
76
$3.69M
77
$3.68M
78
$3.5M
79
$3.49M
80
$3.23M
81
$3.2M
82
$3.15M
83
$2.96M
84
$2.94M
85
$2.79M
86
$2.76M
87
$2.74M
88
$2.71M
89
$2.67M
90
$2.67M
91
$2.51M
92
$2.5M
93
$2.45M
94
$2.35M
95
$2.34M
96
$2.28M
97
$2.15M
98
$2.1M
99
$2.08M
100
$2.07M