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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
176
$1.7M
177
$1.69M
178
$1.66M
179
$1.64M
180
$1.62M
181
$1.61M
182
$1.61M
183
$1.6M
184
$1.53M
185
$1.52M
186
$1.5M
187
$1.48M
188
$1.39M
189
$1.39M
190
$1.34M
191
$1.29M
192
$1.27M
193
$1.25M
194
$1.24M
195
$1.24M
196
$1.24M
197
$1.23M
198
$1.22M
199
$1.21M
200
$1.2M