H&R Block
443 hedge funds and large institutions have $4.54B invested in H&R Block in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 120 increasing their positions, 179 reducing their positions, and 56 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
less call options, than puts
Call options by funds: $ | Put options by funds: $
4.37% less ownership
Funds ownership: 103.59% → 99.22% (-4.4%)
7% less capital invested
Capital invested by funds: $4.9B → $4.54B (-$358M)
33% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 179
Holders
443
Holding in Top 10
2
Calls
$13.1M
Puts
$13.5M
Top Buyers
1 | +$85.6M | |
2 | +$44.3M | |
3 | +$40.3M | |
4 |
Squarepoint
New York
|
+$30.7M |
5 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
+$29.3M |
Top Sellers
1 | -$99.3M | |
2 | -$72.9M | |
3 | -$53.4M | |
4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$39.4M |
5 |
Northern Trust
Chicago,
Illinois
|
-$34.2M |