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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
OC
101
Oppenheimer & Co
New York
$7.68M -$1.11M -31,352 -12%
FL
102
Fort LP
Maryland
$7.45M +$1.97M +55,470 +33%
JHIU
103
Janus Henderson Investors US
Colorado
$7.15M +$5.95M +167,333 +354%
AIA
104
Affinity Investment Advisors
California
$7.1M +$221K +6,230 +3%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$7.07M -$20.4M -574,607 -73%
RCM
106
Riverhead Capital Management
Delaware
$6.98M -$3.74M -105,171 -33%
T
107
Tahithromos
New York
$6.67M
Janus Henderson Group
108
Janus Henderson Group
United Kingdom
$6.66M +$642K +18,070 +10%
KAM
109
Knightsbridge Asset Management
California
$6.57M -$708K -19,925 -9%
NFA
110
Nationwide Fund Advisors
Ohio
$6.56M -$728K -20,479 -9%
OCA
111
Otter Creek Advisors
Florida
$6.47M +$6.91M +194,386 New
SBCM
112
Schwerin Boyle Capital Management
Massachusetts
$6.43M
Chevy Chase Trust
113
Chevy Chase Trust
Maryland
$6.35M -$1.11M -31,168 -14%
Canada Life
114
Canada Life
Manitoba, Canada
$6.14M +$1.12M +31,612 +21%
National Pension Service
115
National Pension Service
South Korea
$6.12M +$433K +12,180 +7%
PAMU
116
Pictet Asset Management (UK)
United Kingdom
$6.08M -$999K -28,100 -13%
PI
117
PGGM Investments
Netherlands
$5.91M -$6.78M -190,739 -52%
State of Wisconsin Investment Board
118
State of Wisconsin Investment Board
Wisconsin
$5.82M -$1.1M -30,830 -15%
GAM
119
Guinness Asset Management
United Kingdom
$5.68M -$107K -3,022 -2%
KeyBank National Association
120
KeyBank National Association
Ohio
$5.61M -$830K -23,369 -12%
AAM
121
Auxier Asset Management
Oregon
$5.53M -$231K -6,500 -4%
GAAM
122
Guinness Atkinson Asset Management
California
$5.53M
VOYA Investment Management
123
VOYA Investment Management
Georgia
$5.51M -$1.21M -34,183 -17%
CHCM
124
Columbus Hill Capital Management
New Jersey
$5.5M -$5.15M -145,000 -47%
EGM
125
Espalier Global Management
New York
$5.28M +$2.08M +58,500 +59%