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H&R Block

453 hedge funds and large institutions have $7.25B invested in H&R Block in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more ownership

Funds ownership:

1% more funds holding

Funds holding: 450453 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

14% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 171

Holders
453
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
$23.6M
Puts
$20.2M
Net Calls
Net Calls Change

Top Buyers

1 +$49.1M
2 +$44.2M
3 +$36.2M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$32.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$31.8M

Top Sellers

1 -$216M
2 -$59.6M
3 -$54.5M
4
Ameriprise
Ameriprise
Minnesota
-$46.8M
5
Man Group
Man Group
United Kingdom
-$27.9M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$3.85M
127
$3.83M
128
$3.7M
129
$3.68M
130
$3.59M
131
$3.56M
132
$3.55M
133
$3.51M
134
$3.44M
135
$3.41M
136
$3.39M
137
$3.35M
138
$3.21M
139
$3.17M
140
$3.15M
141
$3.04M
142
$2.94M
143
$2.93M
144
$2.92M
145
$2.76M
146
$2.73M
147
$2.71M
148
$2.7M
149
$2.63M
150
$2.49M