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H&R Block

449 hedge funds and large institutions have $8.35B invested in H&R Block in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 208 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $49.7M | Put options by funds: $25M

3% less funds holding

Funds holding: 464449 (-15)

4.54% less ownership

Funds ownership: 89.74%85.21% (-4.5%)

12% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 74

23% less capital invested

Capital invested by funds: $10.8B → $8.35B (-$2.44B)

42% less funds holding in top 10

Funds holding in top 10: 1911 (-8)

49% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 208

Holders
449
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
11.78%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.29%
New
65
Increased
107
Reduced
208
Closed
74
Calls
$49.7M
Puts
$25M
Net Calls
+$24.7M
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
426
Carroll Financial Associates
North Carolina
$10K
TFO
427
Tarbox Family Office
California
$10K
HI
428
Hudock Inc
Pennsylvania
$9K
Manulife (Manufacturers Life Insurance)
429
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.89K -$1.79M -50,432 -18%
ARMC
430
American Research & Management Company
Massachusetts
$7K
CAW
431
Cornerstone Advisors (Washington)
Washington
$7K
QAM
432
QCI Asset Management
New York
$7K
IWMPD
433
Integrated Wealth Management (Palm Desert)
California
$7K +$7.96K +224 New
GAM
434
Gemmer Asset Management
California
$6K
CHP
435
Cable Hill Partners
Oregon
$4K +$3.48K +98 New
PFBT
436
Parkside Financial Bank & Trust
Missouri
$3K
GXMC
437
Global X Management Company
New York
$3K +$2.27K +64 +160%
BGIM
438
Brandywine Global Investment Management
Pennsylvania
$3K +$2.74K +77 New
TSU
439
TD Securities (USA)
New York
$2K -$3.73K -105 -66%
ZB
440
Zions Bancorporation
Utah
$2K
TCOV
441
Trust Company of Vermont
Vermont
$2K +$1.78K +50 New
ECM
442
Estabrook Capital Management
New York
$1.33K -$7.29K -205 -84%
SI
443
Sentry Investments
Ontario, Canada
$1.04K -$1.36M -38,400 -55%
FMII
444
Farmers & Merchants Investments Inc
Nebraska
$1K
QCG
445
Quadrant Capital Group
Ohio
$1K
BL
446
Balentine LLC
Georgia
$1K +$711 +20 New
VCM
447
Versant Capital Management
Arizona
$1K +$1.21K +34 New
PCP
448
Proficio Capital Partners
Massachusetts
$1K +$1.53K +43 New
N
449
Nuveen
North Carolina
$529 -$106K -2,976 -16%
OC
450
Orange Capital
New York
-$105M -2,912,422 Closed