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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
PI
501
PineBridge Investments
New York
-$453K -12,517 Closed
DTL
502
Dynamic Technology Lab
Singapore
-$348K -9,600 Closed
CPC
503
Cookson Peirce & Co
Pennsylvania
-$335K -9,250 Closed
SOADOR
504
State of Alaska Department of Revenue
Alaska
-$320K -8,860 Closed
SGH
505
Schonfeld Group Holdings
New York
-$311K -8,600 Closed
SCM
506
Stevens Capital Management
Pennsylvania
-$305K -8,422 Closed
CC
507
ClearArc Capital
Ohio
-$243K -6,725 Closed
CI
508
Conning Inc
Connecticut
-$240K -6,640 Closed
RVPG
509
Relative Value Partners Group
-$217K -6,000 Closed
SIC
510
Salem Investment Counselors
North Carolina
-$212K -5,922 Closed
CI
511
Constellation Investments
Ohio
-$214K -5,900 Closed
VKH
512
Virtu KCG Holdings
New York
-$211K -5,828 Closed
VRS
513
Virginia Retirement Systems
Virginia
-$210K -5,797 Closed
WB
514
WesBanco Bank
West Virginia
-$201K -5,562 Closed
CCMG
515
Clark Capital Management Group
Pennsylvania
-$200K -5,537 Closed
W
516
Wealthfront
California
-$137K -3,780 Closed
TRCT
517
Tower Research Capital (TRC)
New York
-$34K -950 Closed
GGHC
518
Gilder Gagnon Howe & Co
New York
-$33K -905 Closed
WEC
519
Winslow Evans & Crocker
Massachusetts
-$14.7K -408 Closed
Parallax Volatility Advisers
520
Parallax Volatility Advisers
California
-$5.33K -150 Closed
KCM
521
Karp Capital Management
California
-$2K -55 Closed
Bessemer Group
522
Bessemer Group
New Jersey
-$1K -36 Closed
HCMT
523
Highland Capital Management (Tennessee)
Tennessee
-$1K -35 Closed
DPA
524
Delphi Private Advisors
California
+$36 +1 New