H&R Block
HRB
HRB
374 hedge funds and large institutions have $3.36B invested in H&R Block in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 100 increasing their positions, 141 reducing their positions, and 53 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
2.43% less ownership
Funds ownership: 87.67% → 85.24% (-2.4%)
29% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 141
35% less call options, than puts
Call options by funds: $29M | Put options by funds: $44.3M
Holders
374
Holding in Top 10
5
Calls
$29M
Puts
$44.3M
Top Buyers
| 1 | +$43.3M | |
| 2 | +$32.2M | |
| 3 | +$21.9M | |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$19.7M |
| 5 |
FFH
Fairfax Financial Holdings
Toronto,
Ontario, Canada
|
+$16.8M |
Top Sellers
| 1 | -$43.6M | |
| 2 | -$42.4M | |
| 3 | -$39.3M | |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$38.8M |
| 5 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$27.6M |