HRB icon

H&R Block

444 hedge funds and large institutions have $4.55B invested in H&R Block in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 120 increasing their positions, 180 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less call options, than puts

Call options by funds: $ | Put options by funds: $

4.39% less ownership

Funds ownership: 103.67%99.28% (-4.4%)

7% less capital invested

Capital invested by funds: $4.9B → $4.55B (-$359M)

33% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 180

Holders
444
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.1M
Puts
$13.5M
Net Calls
Net Calls Change

Top Sellers

1 -$99.3M
2 -$72.9M
3 -$53.4M
4
APG Asset Management
APG Asset Management
Netherlands
-$39.4M
5
Northern Trust
Northern Trust
Illinois
-$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$1.01M
202
$1M
203
$1M
204
$1M
205
$1M
206
$988K
207
$961K
208
$951K
209
$943K
210
$919K
211
$902K
212
$900K
213
$895K
214
$886K
215
$885K
216
$885K
217
$881K
218
$881K
219
$881K
220
$871K
221
$869K
222
$861K
223
$847K
224
$843K
225
$837K