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H&R Block

425 hedge funds and large institutions have $5.38B invested in H&R Block in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 150 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

11% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 62

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

62% less call options, than puts

Call options by funds: $23.7M | Put options by funds: $63.1M

Holders
425
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
$23.7M
Puts
$63.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
76
$9.68M
77
$9.65M
78
$9.51M
79
$9.16M
80
$9.15M
81
$9.04M
82
$8.84M
83
$8.75M
84
$8.56M
85
$8.48M
86
$8.22M
87
$8.01M
88
$7.86M
89
$7.6M
90
$7.56M
91
$7.47M
92
$7.23M
93
$7.2M
94
$7.02M
95
$6.91M
96
$6.74M
97
$6.67M
98
$6.61M
99
$6.4M
100
$6.32M