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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
151
$904K
152
$897K
153
$876K
154
$855K
155
$812K
156
$812K
157
$809K
158
$801K
159
$799K
160
$796K
161
$762K
162
$744K
163
$738K
164
$713K
165
$702K
166
$701K
167
$656K
168
$653K
169
$649K
170
$646K
171
$643K
172
$641K
173
$635K
174
$635K
175
$629K