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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
101
$6.27M
102
$5.96M
103
$5.68M
104
$5.55M
105
$5.39M
106
$5.22M
107
$4.91M
108
$4.88M
109
$4.83M
110
$4.82M
111
$4.57M
112
$4.56M
113
$4.53M
114
$4.45M
115
$4.34M
116
$4.33M
117
$4.16M
118
$3.97M
119
$3.91M
120
$3.83M
121
$3.82M
122
$3.76M
123
$3.62M
124
$3.58M
125
$3.49M