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H&R Block

444 hedge funds and large institutions have $7.15B invested in H&R Block in 2015 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 59 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:

0.46% less ownership

Funds ownership: 88.24%87.78% (-0.46%)

8% less capital invested

Capital invested by funds: $7.79B → $7.15B (-$634M)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
444
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$318M
Puts
$88.7M
Net Calls
Net Calls Change

Top Buyers

1 +$48.9M
2 +$47.9M
3 +$43.5M
4
EA
Euclid Advisors
Connecticut
+$36.6M
5
Millennium Management
Millennium Management
New York
+$36.6M

Top Sellers

1 -$271M
2 -$112M
3 -$39.5M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$37.9M
5
DC
Davenport & Co
Virginia
-$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
301
$470K
302
$462K
303
$461K
304
$454K
305
$453K
306
$448K
307
$444K
308
$438K
309
$434K
310
$416K
311
$413K
312
$410K
313
$409K
314
$405K
315
$397K
316
$391K
317
$390K
318
$388K
319
$385K
320
$376K
321
$371K
322
$370K
323
$356K
324
$356K
325
$349K