H&R Block
HRB
HRB
394 hedge funds and large institutions have $7.15B invested in H&R Block in 2014 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 109 increasing their positions, 158 reducing their positions, and 48 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
1.07% more ownership
Funds ownership: 85.27% → 86.34% (+1.1%)
1% more funds holding
Funds holding: 391 → 394 (+3)
31% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 158
Holders
394
Holding in Top 10
15
Calls
$131M
Puts
$56.3M
Top Buyers
| 1 | +$140M | |
| 2 | +$106M | |
| 3 | +$70.2M | |
| 4 |
AR
Advisory Research
Chicago,
Illinois
|
+$69.4M |
| 5 |
NCA
Newbrook Capital Advisors
New York
|
+$54.1M |
Top Sellers
| 1 | -$104M | |
| 2 | -$48.8M | |
| 3 | -$43.9M | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$41.9M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$40.5M |