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H&R Block

414 hedge funds and large institutions have $4.54B invested in H&R Block in 2017 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.23% more ownership

Funds ownership: 93.11%94.34% (+1.2%)

2% more capital invested

Capital invested by funds: $4.43B → $4.54B (+$110M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
414
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
$62.3M
Puts
$48.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
176
$1.15M
177
$1.14M
178
$1.13M
179
$1.11M
180
$1.11M
181
$1.11M
182
$1.1M
183
$1.1M
184
$1.08M
185
$1.07M
186
$1.07M
187
$1.06M
188
$1.02M
189
$1.02M
190
$994K
191
$992K
192
$992K
193
$991K
194
$973K
195
$940K
196
$940K
197
$925K
198
$925K
199
$908K
200
$900K