H&R Block
444 hedge funds and large institutions have $7.79B invested in H&R Block in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 168 increasing their positions, 157 reducing their positions, and 48 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 repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
0.16% more ownership
Funds ownership: 88.07% → 88.24% (+0.16%)
5% less capital invested
Capital invested by funds: $8.16B → $7.79B (-$371M)
28% less funds holding in top 10
Funds holding in top 10: 18 → 13 (-5)
Holders
444
Holding in Top 10
13
Calls
$228M
Puts
$48.2M
Top Buyers
| 1 | +$109M | |
| 2 | +$91M | |
| 3 | +$79.3M | |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$56M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$39.3M |
Top Sellers
| 1 | -$123M | |
| 2 | -$80.2M | |
| 3 | -$68.2M | |
| 4 |
NRC
North Run Capital
Boston,
Massachusetts
|
-$64.3M |
| 5 |
AR
Advisory Research
Chicago,
Illinois
|
-$39.6M |