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H&R Block

384 hedge funds and large institutions have $6.36B invested in H&R Block in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 148 increasing their positions, 135 reducing their positions, and 37 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:

more ownership

Funds ownership:

10% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 135

2% less capital invested

Capital invested by funds: $6.49B → $6.36B (-$131M)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
384
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
$142M
Puts
$81.4M
Net Calls
Net Calls Change

Top Buyers

1 +$174M
2 +$46.8M
3 +$43.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$40.4M
5
Ameriprise
Ameriprise
Minnesota
+$39.7M

Top Sellers

1 -$154M
2 -$142M
3 -$49.2M
4
PC
PointState Capital
New York
-$47.4M
5
AA
Antipodean Advisors
New York
-$42.6M
Name Holding Trade Value Shares
Change
Change in
Stake
276
$533K
277
$516K
278
$504K
279
$503K
280
$501K
281
$496K
282
$495K
283
$480K
284
$480K
285
$477K
286
$455K
287
$443K
288
$440K
289
$415K
290
$402K
291
$400K
292
$400K
293
$395K
294
$377K
295
$370K
296
$357K
297
$352K
298
$351K
299
$350K
300
$340K