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H&R Block

414 hedge funds and large institutions have $4.54B invested in H&R Block in 2017 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions 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 funds holding

Funds holding:

1.23% more ownership

Funds ownership: 93.11%94.34% (+1.2%)

2% more capital invested

Capital invested by funds: $4.43B → $4.54B (+$110M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
414
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$62.3M
Puts
$48.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
226
$626K
227
$617K
228
$616K
229
$598K
230
$584K
231
$566K
232
$553K
233
$548K
234
$547K
235
$536K
236
$534K
237
$522K
238
$518K
239
$505K
240
$503K
241
$503K
242
$493K
243
$489K
244
$487K
245
$483K
246
$483K
247
$479K
248
$479K
249
$475K
250
$474K