H&R Block
451 hedge funds and large institutions have $4.51B invested in H&R Block in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 163 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:
less funds holding
Funds holding: →
less ownership
Funds ownership: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
14% less capital invested
Capital invested by funds: $5.23B → $4.51B (-$718M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
49% less call options, than puts
Call options by funds: $60.8M | Put options by funds: $120M
Holders
451
Holding in Top 10
3
Calls
$60.8M
Puts
$120M
Top Buyers
| 1 | +$116M | |
| 2 | +$80.1M | |
| 3 | +$26.6M | |
| 4 |
SI
Scout Investments
Kansas City,
Missouri
|
+$15.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$15.1M |
Top Sellers
| 1 | -$40.2M | |
| 2 | -$36.4M | |
| 3 | -$35.6M | |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$33.6M |
| 5 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$32.5M |