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H&R Block

433 hedge funds and large institutions have $4.9B invested in H&R Block in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 139 increasing their positions, 173 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

20% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 173

31% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 65

32% less capital invested

Capital invested by funds: $7.25B → $4.9B (-$2.35B)

Holders
433
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
$16.2M
Puts
$12.1M
Net Calls
Net Calls Change

Top Sellers

1 -$49.1M
2 -$43.3M
3 -$35.1M
4
DZ Bank
DZ Bank
Germany
-$26.3M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$25.9M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$2.95M
127
$2.93M
128
$2.91M
129
$2.9M
130
$2.85M
131
$2.84M
132
$2.78M
133
$2.78M
134
$2.75M
135
$2.72M
136
$2.67M
137
$2.49M
138
$2.47M
139
$2.45M
140
$2.38M
141
$2.35M
142
$2.35M
143
$2.3M
144
$2.29M
145
$2.28M
146
$2.24M
147
$2.2M
148
$2.17M
149
$2.13M
150
$2.13M