H&R Block
HRB
HRB
449 hedge funds and large institutions have $8.35B invested in H&R Block in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 208 reducing their positions, and 74 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
less funds holding
Funds holding: →
less ownership
Funds ownership: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
23% less capital invested
Capital invested by funds: $10.8B → $8.35B (-$2.44B)
42% less funds holding in top 10
Funds holding in top 10: 19 → 11 (-8)
49% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 208
Holders
449
Holding in Top 10
11
Calls
$49.7M
Puts
$25M
Top Buyers
| 1 | +$203M | |
| 2 | +$111M | |
| 3 | +$70.9M | |
| 4 |
SCM
Smead Capital Management
Phoenix,
Arizona
|
+$23.9M |
| 5 |
AR
Advisory Research
Chicago,
Illinois
|
+$22.7M |
Top Sellers
| 1 | -$1.82B | |
| 2 | -$309M | |
| 3 | -$127M | |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$121M |
| 5 |
OC
Orange Capital
Manhasset,
New York
|
-$105M |