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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
UOC
126
UBS O'Connor
Illinois
$5.21M -$7.37M -207,247 -57%
Stifel Financial
127
Stifel Financial
Missouri
$5.18M +$189K +5,323 +4%
ERSOT
128
Employees Retirement System of Texas
Texas
$5.06M
FCI
129
Financial Counselors Inc
Kansas
$5.01M -$201K -5,663 -4%
PRCM
130
Pine River Capital Management
Minnesota
$5M +$5.33M +150,000 New
Baird Financial Group
131
Baird Financial Group
Wisconsin
$4.76M +$995K +28,008 +24%
TCMG
132
TSP Capital Management Group
New Jersey
$4.75M +$107K +3,000 +2%
CM
133
Castleark Management
Illinois
$4.73M -$251K -7,050 -5%
CCA
134
Catalyst Capital Advisors
New York
$4.63M -$2.1M -59,161 -30%
PI
135
Putnam Investments
Massachusetts
$4.59M -$1.61M -45,372 -25%
BNP Paribas Asset Management
136
BNP Paribas Asset Management
France
$4.58M +$3.75M +105,657 +332%
MLICM
137
Metropolitan Life Insurance Company (MetLife)
New York
$4.52M -$894K -25,162 -16%
Aviva
138
Aviva
United Kingdom
$4.41M -$228K -6,406 -5%
ZIG
139
Zurich Insurance Group
Switzerland
$4.33M -$819K -23,038 -15%
AIG
140
American International Group
New York
$4.32M -$330M -9,285,181 -99%
SDJVC
141
St. Denis J. Villere & Co
Louisiana
$4.12M +$316K +8,900 +8%
Royal Bank of Canada
142
Royal Bank of Canada
Ontario, Canada
$4.1M +$1.9M +53,527 +77%
ACI
143
AMP Capital Investors
Australia
$3.78M +$68.4K +1,926 +2%
FCH
144
Freestone Capital Holdings
Washington
$3.71M -$15.4M -433,083 -80%
TD Asset Management
145
TD Asset Management
Ontario, Canada
$3.6M -$515K -14,500 -12%
IG
146
ING Group
Netherlands
$3.58M +$1.44M +40,545 +61%
SFU
147
Stonehage Fleming (UK)
United Kingdom
$3.54M +$330K +9,272 +10%
PAIM
148
Punch & Associates Investment Management
Minnesota
$3.51M +$454K +12,762 +14%
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$3.28M +$3.5M +98,429 New
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$3.27M -$489K -13,755 -12%