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H&R Block

425 hedge funds and large institutions have $5.38B invested in H&R Block in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 150 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

11% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 62

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

62% less call options, than puts

Call options by funds: $23.7M | Put options by funds: $63.1M

Holders
425
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
$23.7M
Puts
$63.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
201
$1.26M
202
$1.24M
203
$1.24M
204
$1.23M
205
$1.22M
206
$1.19M
207
$1.17M
208
$1.17M
209
$1.09M
210
$1.09M
211
$1.08M
212
$1.07M
213
$1.06M
214
$1.06M
215
$1.05M
216
$1.05M
217
$1.02M
218
$1.01M
219
$1M
220
$985K
221
$966K
222
$961K
223
$941K
224
$921K
225
$919K