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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
176
$604K
177
$596K
178
$588K
179
$585K
180
$565K
181
$548K
182
$539K
183
$539K
184
$536K
185
$534K
186
$531K
187
$525K
188
$524K
189
$522K
190
$517K
191
$514K
192
$506K
193
$500K
194
$497K
195
$488K
196
$484K
197
$481K
198
$475K
199
$474K
200
$469K