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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
301
$335K
302
$333K
303
$331K
304
$330K
305
$330K
306
$325K
307
$324K
308
$323K
309
$322K
310
$317K
311
$316K
312
$314K
313
$306K
314
$301K
315
$299K
316
$294K
317
$291K
318
$288K
319
$288K
320
$288K
321
$281K
322
$279K
323
$278K
324
$274K
325
$274K