HRB icon

H&R Block

367 hedge funds and large institutions have $2.55B invested in H&R Block in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 99 increasing their positions, 155 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $2.76B → $2.55B (-$216M)

10% less call options, than puts

Call options by funds: $23.2M | Put options by funds: $25.8M

36% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 155

Holders
367
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23.2M
Puts
$25.8M
Net Calls
Net Calls Change

Top Buyers

1 +$51.3M
2 +$36.9M
3 +$35.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$30.9M
5
Morgan Stanley
Morgan Stanley
New York
+$22.6M

Top Sellers

1 -$29.2M
2 -$28.8M
3 -$28.1M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$27.5M
5
KBC Group
KBC Group
Belgium
-$25.4M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$1.05M
152
$1.02M
153
$1.02M
154
$1.02M
155
$1M
156
$998K
157
$971K
158
$971K
159
$950K
160
$901K
161
$885K
162
$851K
163
$822K
164
$810K
165
$804K
166
$795K
167
$781K
168
$778K
169
$778K
170
$755K
171
$753K
172
$740K
173
$729K
174
$726K
175
$716K