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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
251
$926K
252
$917K
253
$904K
254
$880K
255
$875K
256
$874K
257
$847K
258
$842K
259
$831K
260
$806K
261
$800K
262
$780K
263
$753K
264
$749K
265
$749K
266
$747K
267
$741K
268
$723K
269
$683K
270
$664K
271
$658K
272
$654K
273
$653K
274
$646K
275
$644K