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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
276
$494K
277
$490K
278
$476K
279
$472K
280
$458K
281
$438K
282
$436K
283
$430K
284
$428K
285
$427K
286
$427K
287
$426K
288
$422K
289
$420K
290
$415K
291
$407K
292
$387K
293
$379K
294
$372K
295
$352K
296
$350K
297
$349K
298
$346K
299
$344K
300
$338K