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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
251
$625K
252
$616K
253
$613K
254
$610K
255
$609K
256
$606K
257
$596K
258
$584K
259
$583K
260
$577K
261
$568K
262
$556K
263
$554K
264
$550K
265
$550K
266
$532K
267
$532K
268
$530K
269
$528K
270
$523K
271
$522K
272
$515K
273
$515K
274
$482K
275
$478K