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H&R Block

367 hedge funds and large institutions have $2.55B invested in H&R Block in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 99 increasing their positions, 155 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

8% less capital invested

Capital invested by funds: $2.76B → $2.55B (-$216M)

10% less call options, than puts

Call options by funds: $23.2M | Put options by funds: $25.8M

36% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 155

Holders
367
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$23.2M
Puts
$25.8M
Net Calls
Net Calls Change

Top Buyers

1 +$51.3M
2 +$36.9M
3 +$35.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$30.9M
5
Morgan Stanley
Morgan Stanley
New York
+$22.6M

Top Sellers

1 -$29.2M
2 -$28.8M
3 -$28.1M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$27.5M
5
KBC Group
KBC Group
Belgium
-$25.4M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$475K
202
$474K
203
$472K
204
$468K
205
$467K
206
$464K
207
$456K
208
$436K
209
$404K
210
$402K
211
$397K
212
$395K
213
$393K
214
$373K
215
$369K
216
$363K
217
$358K
218
$358K
219
$350K
220
$349K
221
$330K
222
$327K
223
$322K
224
$322K
225
$319K