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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
176
$675K
177
$675K
178
$657K
179
$646K
180
$636K
181
$613K
182
$609K
183
$605K
184
$602K
185
$586K
186
$580K
187
$576K
188
$573K
189
$566K
190
$565K
191
$544K
192
$544K
193
$537K
194
$536K
195
$535K
196
$529K
197
$506K
198
$490K
199
$483K
200
$476K