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BLOCK H & R INC
BLOCK H & R INC. Institutional holdings reported to the SEC.

Institutional Holders (2015Q3)
Portfolio Summary: 497 Institutional holders with a total value of $9,105,001,877.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 SONORA INVESTMENT MANAGEMENT, LLC 2,000 71,000 0.00%
52 Cordasco Financial Network 2,000 72,000 0.00%
53 MUFG Americas Holdings Corp 1,982 72,000 0.00%
54 LADENBURG THALMANN FINANCIAL SERVICES INC. 2,535 91,000 0.00%
55 VIRTUS CAPITAL ADVISERS, LLC 2,724 99,000 0.00%
56 North Star Investment Management Corp. 3,200 116,000 0.00%
57 Mizuho Asset Management Co.,Ltd. 3,271 118,000 0.00%
58 E. Ohman J:or Asset Management AB 3,300 119,460 0.00%
59 HUNTINGTON NATIONAL BANK 3,503 127,000 0.00%
60 WEALTHFRONT CORP 3,780 137,000 0.00%
61 QS Investors, LLC 3,868 140,000 0.00%
62 HUSSMAN STRATEGIC ADVISORS, INC. 4,000 145,000 0.00%
63 FRIESS ASSOCIATES LLC 4,080 148,000 0.00%
64 Spot Trading L.L.C 4,400 159,000 0.00% Put
65 SRB CORP 4,531 164,000 0.00%
66 OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 4,800 174,000 0.00%
67 PartnerRe Asset Management CORP 5,000 181,000 0.00%
68 Clark Capital Management Group, Inc. 5,537 200,000 0.00%
69 WESBANCO BANK INC 5,562 201,000 0.00%
70 VIRGINIA RETIREMENT SYSTEMS ET Al 5,797 210,000 0.00%
71 Virtu KCG Holdings LLC 5,828 211,000 0.00%
72 Formidable Asset Management, LLC 5,929 214,000 0.00%
73 RELATIVE VALUE PARTNERS GROUP, LLC 6,000 217,000 0.00%
74 PRAXIS INVESTMENT MANAGEMENT INC 6,094 221,000 0.00%
75 Twin Tree Management, LP 6,296 228,000 0.00%
76 Stone Ridge Asset Management LLC 6,300 228,000 0.00%
77 Daiwa Securities Group Inc. 6,500 235,000 0.00%
78 Transamerica Financial Advisors, LLC 6,514 236,000 0.00%
79 WASHINGTON TRUST BANK 6,569 238,000 0.00%
80 MACQUARIE GROUP LTD 6,600 239,000 0.00%
81 CONNING INC. 6,640 240,000 0.00%
82 CLEARARC CAPITAL INC 6,725 243,000 0.00%
83 PEAK6 Group LLC 6,900 250,000 0.00% Call
84 Calamos Advisors LLC 6,900 250,000 0.00%
85 Bath Savings Trust Co 6,961 252,000 0.00%
86 OFI Advisors LLC 7,211 261,000 0.00%
87 WINDWARD CAPITAL MANAGEMENT CO /CA 7,370 267,000 0.00%
88 ATHERTON LANE ADVISERS, LLC 7,390 268,000 0.00%
89 THRIVENT FINANCIAL FOR LUTHERANS 7,500 272,000 0.00%
90 PARK NATIONAL CORP /OH/ 7,675 278,000 0.00%
91 BENJAMIN F. EDWARDS & COMPANY, INC. 7,680 278,000 0.00%
92 SALEM INVESTMENT COUNSELORS INC 5,922 284,000 0.00%
93 Magnetar Financial LLC 7,860 285,000 0.00%
94 FineMark National Bank & Trust 8,032 291,000 0.00%
95 Arete Wealth Advisors, LLC 8,104 293,000 0.00%
96 VSR Financial Services, Inc. 8,129 294,000 0.00%
97 CSS LLC/IL 8,300 300,000 0.00% Call
98 STEVENS CAPITAL MANAGEMENT LP 8,422 305,000 0.00%
99 FEDERATED HERMES, INC. 8,492 307,000 0.00%
100 Schonfeld Group Holdings LLC 8,600 311,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.