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H&R Block

464 hedge funds and large institutions have $10.8B invested in H&R Block in 2015 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 156 increasing their positions, 161 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

5% more funds holding

Funds holding: 444464 (+20)

1.96% more ownership

Funds ownership: 87.78%89.74% (+2%)

3% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 161

Holders
464
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$366M
Puts
$214M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
301
$671K
302
$652K
303
$648K
304
$643K
305
$643K
306
$640K
307
$637K
308
$631K
309
$630K
310
$618K
311
$617K
312
$615K
313
$572K
314
$568K
315
$568K
316
$544K
317
$543K
318
$534K
319
$534K
320
$521K
321
$515K
322
$513K
323
$497K
324
$485K
325
$478K