H&R Block
HRB
HRB
375 hedge funds and large institutions have $2.76B invested in H&R Block in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 119 increasing their positions, 141 reducing their positions, and 72 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
less first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
7.38% less ownership
Funds ownership: 95.38% → 88% (-7.4%)
16% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 141
20% less call options, than puts
Call options by funds: $19.6M | Put options by funds: $24.4M
Holders
375
Holding in Top 10
4
Calls
$19.6M
Puts
$24.4M
Top Buyers
| 1 | +$34.8M | |
| 2 | +$32.8M | |
| 3 | +$29.9M | |
| 4 |
Two Sigma Investments
New York
|
+$27.1M |
| 5 |
Lazard Asset Management
New York
|
+$25.7M |
Top Sellers
| 1 | -$80.5M | |
| 2 | -$70.2M | |
| 3 | -$63.2M | |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$63.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$47.2M |