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H&R Block

444 hedge funds and large institutions have $4.55B invested in H&R Block in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 120 increasing their positions, 180 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: $

4.39% less ownership

Funds ownership: 103.67%99.28% (-4.4%)

7% less capital invested

Capital invested by funds: $4.9B → $4.55B (-$359M)

33% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 180

Holders
444
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
$1.96M
152
$1.93M
153
$1.91M
154
$1.91M
155
$1.89M
156
$1.83M
157
$1.74M
158
$1.74M
159
$1.74M
160
$1.71M
161
$1.67M
162
$1.66M
163
$1.62M
164
$1.62M
165
$1.54M
166
$1.51M
167
$1.5M
168
$1.48M
169
$1.48M
170
$1.45M
171
$1.43M
172
$1.42M
173
$1.4M
174
$1.36M
175
$1.35M