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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
326
$271K
327
$271K
328
$269K
329
$268K
330
$266K
331
$266K
332
$262K
333
$257K
334
$252K
335
$243K
336
$240K
337
$238K
338
$238K
339
$238K
340
$236K
341
$234K
342
$233K
343
$231K
344
$224K
345
$218K
346
$218K
347
$215K
348
$214K
349
$212K
350
$209K