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H&R Block

384 hedge funds and large institutions have $6.36B invested in H&R Block in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 148 increasing their positions, 135 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

10% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 135

2% less capital invested

Capital invested by funds: $6.49B → $6.36B (-$131M)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
384
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$142M
Puts
$81.4M
Net Calls
Net Calls Change

Top Buyers

1 +$174M
2 +$46.8M
3 +$43.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$40.4M
5
Ameriprise
Ameriprise
Minnesota
+$39.7M

Top Sellers

1 -$154M
2 -$142M
3 -$49.2M
4
PC
PointState Capital
New York
-$47.4M
5
AA
Antipodean Advisors
New York
-$42.6M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$1.17M
227
$1.15M
228
$1.11M
229
$1.09M
230
$1.08M
231
$1.07M
232
$1.05M
233
$1.05M
234
$1.03M
235
$1.02M
236
$1.01M
237
$1.01M
238
$1.01M
239
$987K
240
$961K
241
$949K
242
$941K
243
$931K
244
$903K
245
$845K
246
$840K
247
$835K
248
$830K
249
$809K
250
$800K