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H&R Block

444 hedge funds and large institutions have $7.15B invested in H&R Block in 2015 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 59 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:

0.46% less ownership

Funds ownership: 88.24%87.78% (-0.46%)

8% less capital invested

Capital invested by funds: $7.79B → $7.15B (-$634M)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
444
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$318M
Puts
$88.7M
Net Calls
Net Calls Change

Top Buyers

1 +$48.9M
2 +$47.9M
3 +$43.5M
4
EA
Euclid Advisors
Connecticut
+$36.6M
5
Millennium Management
Millennium Management
New York
+$36.6M

Top Sellers

1 -$271M
2 -$112M
3 -$39.5M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$37.9M
5
DC
Davenport & Co
Virginia
-$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
326
$340K
327
$338K
328
$332K
329
$331K
330
$328K
331
$327K
332
$325K
333
$325K
334
$323K
335
$323K
336
$321K
337
$317K
338
$308K
339
$297K
340
$297K
341
$296K
342
$291K
343
$286K
344
$277K
345
$272K
346
$269K
347
$268K
348
$268K
349
$267K
350
$267K