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H&R Block

414 hedge funds and large institutions have $4.54B invested in H&R Block in 2017 Q1 according to their latest regulatory filings, with 69 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:

1.23% more ownership

Funds ownership: 93.11%94.34% (+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: 54 (-1)

Holders
414
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$62.3M
Puts
$48.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
351
$55K
352
$49K
353
$47K
354
$47K
355
$46K
356
$43K
357
$37K
358
$37K
359
$34K
360
$30K
361
$26K
362
$24K
363
$24K
364
$23K
365
$23K
366
$22K
367
$20K
368
$19K
369
$17K
370
$15K
371
$14K
372
$14K
373
$13K
374
$13K
375
$13K