H&R Block
450 hedge funds and large institutions have $5.48B invested in H&R Block in 2017 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 156 increasing their positions, 141 reducing their positions, and 49 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
2% more capital invested
Capital invested by funds: $5.38B → $5.48B (+$102M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
61% less call options, than puts
Call options by funds: $43.4M | Put options by funds: $112M
Holders
450
Holding in Top 10
2
Calls
$43.4M
Puts
$112M
Top Buyers
| 1 | +$106M | |
| 2 | +$44.7M | |
| 3 | +$38.2M | |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$25.6M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$24.7M |
Top Sellers
| 1 | -$64.1M | |
| 2 | -$47.3M | |
| 3 | -$35.9M | |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$34.7M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$23.5M |