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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
201
$1.75M
202
$1.69M
203
$1.67M
204
$1.66M
205
$1.64M
206
$1.56M
207
$1.55M
208
$1.54M
209
$1.54M
210
$1.53M
211
$1.51M
212
$1.5M
213
$1.49M
214
$1.42M
215
$1.38M
216
$1.37M
217
$1.32M
218
$1.3M
219
$1.29M
220
$1.27M
221
$1.23M
222
$1.23M
223
$1.22M
224
$1.21M
225
$1.21M