H&R Block
428 hedge funds and large institutions have $5.33B invested in H&R Block in 2016 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 166 increasing their positions, 146 reducing their positions, and 68 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 ownership
Funds ownership: →
less funds holding
Funds holding: →
24% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 68
36% less capital invested
Capital invested by funds: $8.35B → $5.33B (-$3.02B)
82% less funds holding in top 10
Funds holding in top 10: 11 → 2 (-9)
Holders
428
Holding in Top 10
2
Calls
$43.5M
Puts
$19.8M
Top Buyers
| 1 | +$86.8M | |
| 2 | +$77.1M | |
| 3 | +$51.3M | |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$43.4M |
| 5 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$25.8M |
Top Sellers
| 1 | -$79.9M | |
| 2 | -$41.6M | |
| 3 | -$41.6M | |
| 4 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$30.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$26.6M |