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H&R Block

424 hedge funds and large institutions have $7.28B invested in H&R Block in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 160 increasing their positions, 143 reducing their positions, and 43 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% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.45% less ownership

Funds ownership: 85.99%85.54% (-0.45%)

8% less capital invested

Capital invested by funds: $7.89B → $7.28B (-$606M)

Holders
424
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
$336M
Puts
$161M
Net Calls
Net Calls Change

Top Sellers

1 -$98.5M
2 -$93.3M
3 -$65.3M
4
Norges Bank
Norges Bank
Norway
-$59.4M
5
Marshall Wace
Marshall Wace
United Kingdom
-$41.1M
Name Holding Trade Value Shares
Change
Change in
Stake
276
$641K
277
$640K
278
$622K
279
$620K
280
$620K
281
$579K
282
$574K
283
$569K
284
$558K
285
$557K
286
$530K
287
$526K
288
$513K
289
$512K
290
$509K
291
$496K
292
$479K
293
$472K
294
$465K
295
$460K
296
$431K
297
$423K
298
$421K
299
$417K
300
$409K