H&R Block
437 hedge funds and large institutions have $5.04B invested in H&R Block in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 133 increasing their positions, 170 reducing their positions, and 58 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
less funds holding
Funds holding: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
22% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 170
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
51% less call options, than puts
Call options by funds: $44.7M | Put options by funds: $91M
Holders
437
Holding in Top 10
2
Calls
$44.7M
Puts
$91M
Top Buyers
| 1 | +$67.9M | |
| 2 | +$60.3M | |
| 3 | +$48.7M | |
| 4 |
Morgan Stanley
New York
|
+$38.5M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$32.1M |
Top Sellers
| 1 | -$75.8M | |
| 2 | -$55.6M | |
| 3 | -$44.4M | |
| 4 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$37.1M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$30.9M |