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H&R Block

449 hedge funds and large institutions have $5.48B invested in H&R Block in 2017 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 156 increasing their positions, 141 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more ownership

Funds ownership:

2% more capital invested

Capital invested by funds: $5.38B → $5.48B (+$101M)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

61% less call options, than puts

Call options by funds: $43.4M | Put options by funds: $112M

Holders
449
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$43.4M
Puts
$112M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
101
$6.17M
102
$5.91M
103
$5.88M
104
$5.73M
105
$5.65M
106
$5.61M
107
$5.61M
108
$5.57M
109
$5.35M
110
$5.08M
111
$4.88M
112
$4.75M
113
$4.46M
114
$4.37M
115
$4.32M
116
$4.28M
117
$4.27M
118
$4.23M
119
$4.2M
120
$4.17M
121
$4.05M
122
$3.89M
123
$3.82M
124
$3.7M
125
$3.69M