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H&R Block

384 hedge funds and large institutions have $2.65B invested in H&R Block in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 149 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

42% less capital invested

Capital invested by funds: $4.55B → $2.65B (-$1.9B)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

54% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 101

Holders
384
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
$8.34M
Puts
$9.66M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
201
$451K
202
$449K
203
$437K
204
$435K
205
$426K
206
$425K
207
$423K
208
$422K
209
$417K
210
$414K
211
$413K
212
$408K
213
$407K
214
$392K
215
$391K
216
$387K
217
$383K
218
$380K
219
$376K
220
$375K
221
$370K
222
$352K
223
$342K
224
$334K
225
$330K