HRB icon

H&R Block

382 hedge funds and large institutions have $2.62B invested in H&R Block in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 122 increasing their positions, 144 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

2.37% less ownership

Funds ownership: 97.75%95.38% (-2.4%)

15% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 144

31% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $19.5M

Holders
382
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
$13.5M
Puts
$19.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
101
$2.56M
102
$2.55M
103
$2.55M
104
$2.46M
105
$2.46M
106
$2.38M
107
$2.36M
108
$2.28M
109
$2.23M
110
$2.22M
111
$2.18M
112
$2.15M
113
$2.06M
114
$2.02M
115
$1.95M
116
$1.93M
117
$1.93M
118
$1.91M
119
$1.88M
120
$1.88M
121
$1.84M
122
$1.77M
123
$1.74M
124
$1.72M
125
$1.7M