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H&R Block

425 hedge funds and large institutions have $5.38B invested in H&R Block in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 150 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

11% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 62

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

62% less call options, than puts

Call options by funds: $23.7M | Put options by funds: $63.1M

Holders
425
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
$23.7M
Puts
$63.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
226
$914K
227
$890K
228
$852K
229
$850K
230
$825K
231
$819K
232
$813K
233
$802K
234
$794K
235
$790K
236
$785K
237
$774K
238
$768K
239
$733K
240
$731K
241
$720K
242
$716K
243
$702K
244
$673K
245
$669K
246
$662K
247
$659K
248
$648K
249
$648K
250
$639K