H&R Block
415 hedge funds and large institutions have $4.54B invested in H&R Block in 2017 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 52 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions 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 funds holding
Funds holding: →
1.24% more ownership
Funds ownership: 93.11% → 94.35% (+1.2%)
2% more capital invested
Capital invested by funds: $4.43B → $4.54B (+$110M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Holders
415
Holding in Top 10
4
Calls
$62.3M
Puts
$48.1M
Top Buyers
| 1 | +$741M | |
| 2 | +$44.5M | |
| 3 | +$42.6M | |
| 4 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$35.1M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$31.3M |
Top Sellers
| 1 | -$181M | |
| 2 | -$124M | |
| 3 | -$101M | |
| 4 |
Credit Agricole
Montrouge Cedex,
France
|
-$49.1M |
| 5 |
TAM
Tocqueville Asset Management
New York
|
-$19.2M |