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H&R Block

384 hedge funds and large institutions have $6.36B invested in H&R Block in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 148 increasing their positions, 135 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

10% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 135

2% less capital invested

Capital invested by funds: $6.49B → $6.36B (-$131M)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
384
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$142M
Puts
$81.4M
Net Calls
Net Calls Change

Top Buyers

1 +$174M
2 +$46.8M
3 +$43.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$40.4M
5
Ameriprise
Ameriprise
Minnesota
+$39.7M

Top Sellers

1 -$154M
2 -$142M
3 -$49.2M
4
PC
PointState Capital
New York
-$47.4M
5
AA
Antipodean Advisors
New York
-$42.6M
Name Holding Trade Value Shares
Change
Change in
Stake
326
$208K
327
$205K
328
$205K
329
$205K
330
$200K
331
$200K
332
$195K
333
$189K
334
$186K
335
$183K
336
$179K
337
$171K
338
$166K
339
$155K
340
$155K
341
$130K
342
$129K
343
$114K
344
$89K
345
$88K
346
$87K
347
$73K
348
$72K
349
$69K
350
$68K