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H&R Block

443 hedge funds and large institutions have $4.54B invested in H&R Block in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 120 increasing their positions, 179 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: $

4.37% less ownership

Funds ownership: 103.59%99.22% (-4.4%)

7% less capital invested

Capital invested by funds: $4.9B → $4.54B (-$358M)

33% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 179

Holders
443
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
$1M
202
$1M
203
$1M
204
$1M
205
$988K
206
$961K
207
$951K
208
$943K
209
$919K
210
$902K
211
$900K
212
$895K
213
$886K
214
$885K
215
$885K
216
$881K
217
$881K
218
$881K
219
$871K
220
$869K
221
$861K
222
$847K
223
$843K
224
$837K
225
$824K