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H&R Block

449 hedge funds and large institutions have $5.48B invested in H&R Block in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 141 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more ownership

Funds ownership:

2% more capital invested

Capital invested by funds: $5.38B → $5.48B (+$101M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

61% less call options, than puts

Call options by funds: $43.4M | Put options by funds: $112M

Holders
449
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43.4M
Puts
$112M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
251
$734K
252
$724K
253
$721K
254
$706K
255
$656K
256
$652K
257
$608K
258
$604K
259
$604K
260
$594K
261
$591K
262
$590K
263
$589K
264
$576K
265
$558K
266
$545K
267
$539K
268
$538K
269
$524K
270
$523K
271
$522K
272
$520K
273
$518K
274
$500K
275
$497K