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H&R Block

444 hedge funds and large institutions have $7.15B invested in H&R Block in 2015 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 59 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:

0.46% less ownership

Funds ownership: 88.24%87.78% (-0.46%)

8% less capital invested

Capital invested by funds: $7.79B → $7.15B (-$634M)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
444
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$318M
Puts
$88.7M
Net Calls
Net Calls Change

Top Buyers

1 +$48.9M
2 +$47.9M
3 +$43.5M
4
EA
Euclid Advisors
Connecticut
+$36.6M
5
Millennium Management
Millennium Management
New York
+$36.6M

Top Sellers

1 -$271M
2 -$112M
3 -$39.5M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$37.9M
5
DC
Davenport & Co
Virginia
-$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
251
$889K
252
$867K
253
$864K
254
$861K
255
$856K
256
$849K
257
$841K
258
$826K
259
$817K
260
$814K
261
$798K
262
$786K
263
$782K
264
$773K
265
$766K
266
$765K
267
$761K
268
$736K
269
$729K
270
$724K
271
$654K
272
$644K
273
$639K
274
$634K
275
$630K