HRB icon

H&R Block

414 hedge funds and large institutions have $4.54B invested in H&R Block in 2017 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 146 increasing their positions, 127 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:

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 funds holding

Funds holding:

1.23% more ownership

Funds ownership: 93.11%94.34% (+1.2%)

2% more capital invested

Capital invested by funds: $4.43B → $4.54B (+$110M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
414
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$62.3M
Puts
$48.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
51
$11.5M
52
$11.2M
53
$11.1M
54
$11M
55
$10.6M
56
$9.93M
57
$9.88M
58
$9.72M
59
$9.62M
60
$9.6M
61
$9.13M
62
$8.96M
63
$8.61M
64
$8.41M
65
$8.38M
66
$8.35M
67
$8.33M
68
$8.27M
69
$8.14M
70
$8.11M
71
$8.06M
72
$8M
73
$7.97M
74
$7.8M
75
$7.77M