H&R Block
407 hedge funds and large institutions have $4.43B invested in H&R Block in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 50 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options 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: →
0.14% more ownership
Funds ownership: 92.97% → 93.11% (+0.14%)
9% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 148
5% less capital invested
Capital invested by funds: $4.69B → $4.43B (-$257M)
Holders
407
Holding in Top 10
5
Calls
$88.4M
Puts
$16M
Top Buyers
| 1 | +$53.2M | |
| 2 | +$28.9M | |
| 3 | +$20.9M | |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$19.1M |
| 5 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
+$17M |
Top Sellers
| 1 | -$206M | |
| 2 | -$52.2M | |
| 3 | -$44.2M | |
| 4 |
CGI
CI Global Investments
Oakland,
California
|
-$35.9M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
-$35.7M |