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H&R Block

382 hedge funds and large institutions have $2.62B invested in H&R Block in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 122 increasing their positions, 144 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

2.37% less ownership

Funds ownership: 97.75%95.38% (-2.4%)

15% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 144

31% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $19.5M

Holders
382
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
$13.5M
Puts
$19.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
201
$464K
202
$462K
203
$454K
204
$452K
205
$447K
206
$445K
207
$440K
208
$436K
209
$434K
210
$432K
211
$428K
212
$423K
213
$415K
214
$392K
215
$387K
216
$381K
217
$381K
218
$379K
219
$370K
220
$364K
221
$352K
222
$338K
223
$334K
224
$328K
225
$328K