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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
351
$266K
352
$264K
353
$262K
354
$262K
355
$256K
356
$241K
357
$239K
358
$238K
359
$228K
360
$228K
361
$225K
362
$223K
363
$222K
364
$221K
365
$219K
366
$214K
367
$213K
368
$210K
369
$206K
370
$206K
371
$202K
372
$198K
373
$194K
374
$194K
375
$193K