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H&R Block

383 hedge funds and large institutions have $2.64B invested in H&R Block in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 148 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: $4.54B → $2.64B (-$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
383
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
$449K
202
$437K
203
$435K
204
$426K
205
$425K
206
$423K
207
$422K
208
$417K
209
$414K
210
$413K
211
$408K
212
$407K
213
$392K
214
$391K
215
$387K
216
$383K
217
$380K
218
$376K
219
$375K
220
$370K
221
$352K
222
$342K
223
$334K
224
$330K
225
$330K