H&R Block
HRB
HRB
403 hedge funds and large institutions have $4.74B invested in H&R Block in 2016 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 76 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
6% less funds holding
Funds holding: 428 → 403 (-25)
11% less capital invested
Capital invested by funds: $5.33B → $4.74B (-$590M)
28% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 76
Holders
403
Holding in Top 10
4
Calls
$51.5M
Puts
$21.3M
Top Buyers
| 1 | +$99.3M | |
| 2 | +$55.7M | |
| 3 | +$47.6M | |
| 4 |
Morgan Stanley
New York
|
+$45.6M |
| 5 |
T
TOBAM
Paris,
France
|
+$36.2M |
Top Sellers
| 1 | -$141M | |
| 2 | -$57.3M | |
| 3 | -$52.8M | |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$41.5M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$36.2M |