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H&R Block

424 hedge funds and large institutions have $7.28B invested in H&R Block in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 160 increasing their positions, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.45% less ownership

Funds ownership: 85.99%85.54% (-0.45%)

8% less capital invested

Capital invested by funds: $7.89B → $7.28B (-$606M)

Holders
424
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
$336M
Puts
$161M
Net Calls
Net Calls Change

Top Sellers

1 -$98.5M
2 -$93.3M
3 -$65.3M
4
Norges Bank
Norges Bank
Norway
-$59.4M
5
Marshall Wace
Marshall Wace
United Kingdom
-$41.1M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$1.44M
227
$1.43M
228
$1.38M
229
$1.37M
230
$1.35M
231
$1.32M
232
$1.31M
233
$1.27M
234
$1.27M
235
$1.26M
236
$1.23M
237
$1.22M
238
$1.22M
239
$1.14M
240
$1.09M
241
$1.05M
242
$1.01M
243
$1.01M
244
$971K
245
$955K
246
$955K
247
$939K
248
$933K
249
$930K
250
$930K