H&R Block
403 hedge funds and large institutions have $4.69B invested in H&R Block in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 138 reducing their positions, and 54 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less ownership
Funds ownership: →
1% less capital invested
Capital invested by funds: $4.74B → $4.69B (-$48M)
2% less repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 138
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Holders
403
Holding in Top 10
3
Calls
$56.2M
Puts
$24.5M
Top Buyers
| 1 | +$35.4M | |
| 2 | +$28.6M | |
| 3 | +$28.6M | |
| 4 |
TAM
Tocqueville Asset Management
New York
|
+$26.2M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$26.2M |
Top Sellers
| 1 | -$53.9M | |
| 2 | -$29M | |
| 3 | -$27.3M | |
| 4 |
HCM
Highbridge Capital Management
New York
|
-$25.7M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$21.3M |