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H&R Block

443 hedge funds and large institutions have $4.54B invested in H&R Block in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 120 increasing their positions, 179 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less call options, than puts

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

4.37% less ownership

Funds ownership: 103.59%99.22% (-4.4%)

7% less capital invested

Capital invested by funds: $4.9B → $4.54B (-$358M)

33% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 179

Holders
443
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
$13.1M
Puts
$13.5M
Net Calls
Net Calls Change

Top Sellers

1 -$99.3M
2 -$72.9M
3 -$53.4M
4
APG Asset Management
APG Asset Management
Netherlands
-$39.4M
5
Northern Trust
Northern Trust
Illinois
-$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$1.93M
152
$1.91M
153
$1.91M
154
$1.89M
155
$1.83M
156
$1.74M
157
$1.74M
158
$1.74M
159
$1.71M
160
$1.67M
161
$1.66M
162
$1.62M
163
$1.62M
164
$1.54M
165
$1.51M
166
$1.5M
167
$1.48M
168
$1.48M
169
$1.45M
170
$1.43M
171
$1.42M
172
$1.4M
173
$1.36M
174
$1.35M
175
$1.35M