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H&R Block

444 hedge funds and large institutions have $7.15B invested in H&R Block in 2015 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
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 first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

0.46% less ownership

Funds ownership: 88.24%87.78% (-0.46%)

8% less capital invested

Capital invested by funds: $7.79B → $7.15B (-$634M)

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
444
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$318M
Puts
$88.7M
Net Calls
Net Calls Change

Top Buyers

1 +$48.9M
2 +$47.9M
3 +$43.5M
4
EA
Euclid Advisors
Connecticut
+$36.6M
5
Millennium Management
Millennium Management
New York
+$36.6M

Top Sellers

1 -$271M
2 -$112M
3 -$39.5M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$37.9M
5
DC
Davenport & Co
Virginia
-$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
401
$36K
402
$36K
403
$33K
404
$31K
405
$30K
406
$30K
407
$29K
408
$27K
409
$26K
410
$25K
411
$25K
412
$22K
413
$18K
414
$18K
415
$18K
416
$15K
417
$14K
418
$12.1K
419
$12K
420
$12K
421
$11K
422
$9K
423
$9K
424
$9K
425
$8.26K