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H&R Block

424 hedge funds and large institutions have $7.28B invested in H&R Block in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 160 increasing their positions, 143 reducing their positions, and 43 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% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.45% less ownership

Funds ownership: 85.99%85.54% (-0.45%)

8% less capital invested

Capital invested by funds: $7.89B → $7.28B (-$606M)

Holders
424
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
$336M
Puts
$161M
Net Calls
Net Calls Change

Top Sellers

1 -$98.5M
2 -$93.3M
3 -$65.3M
4
Norges Bank
Norges Bank
Norway
-$59.4M
5
Marshall Wace
Marshall Wace
United Kingdom
-$41.1M
Name Holding Trade Value Shares
Change
Change in
Stake
326
$306K
327
$306K
328
$304K
329
$303K
330
$298K
331
$296K
332
$293K
333
$288K
334
$288K
335
$283K
336
$281K
337
$279K
338
$266K
339
$263K
340
$262K
341
$261K
342
$259K
343
$257K
344
$245K
345
$245K
346
$243K
347
$238K
348
$238K
349
$236K
350
$233K