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H&R Block

384 hedge funds and large institutions have $6.36B invested in H&R Block in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 148 increasing their positions, 135 reducing their positions, and 37 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

Funds holding:

more ownership

Funds ownership:

10% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 135

2% less capital invested

Capital invested by funds: $6.49B → $6.36B (-$131M)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
384
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$142M
Puts
$81.4M
Net Calls
Net Calls Change

Top Buyers

1 +$174M
2 +$46.8M
3 +$43.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$40.4M
5
Ameriprise
Ameriprise
Minnesota
+$39.7M

Top Sellers

1 -$154M
2 -$142M
3 -$49.2M
4
PC
PointState Capital
New York
-$47.4M
5
AA
Antipodean Advisors
New York
-$42.6M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$3.33M
152
$3.25M
153
$3.2M
154
$3.07M
155
$3.05M
156
$3.04M
157
$3.02M
158
$2.99M
159
$2.97M
160
$2.94M
161
$2.9M
162
$2.84M
163
$2.69M
164
$2.67M
165
$2.59M
166
$2.52M
167
$2.5M
168
$2.5M
169
$2.46M
170
$2.44M
171
$2.43M
172
$2.43M
173
$2.37M
174
$2.37M
175
$2.37M