XYZ

Block, Inc.
XYZ

Overview Fund Activity

234 hedge funds and large institutions have $1.79B invested in Block, Inc. in 2016 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 84 increasing their positions, 36 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+50
Holders Change %
+27.17%
% of All Funds
5.86%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.25%
New
83
Increased
84
Reduced
36
Closed
26
Calls
$38.1M
Puts
$14M
Net Calls
+$24.1M
Net Calls Change
-$35.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$122M
2
Allianz Asset Management
Allianz Asset Management
Germany
$102M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$115M
4
Millennium Management
Millennium Management
New York
$63.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$73.8M

Top Sellers

1
SOMRS
State of Michigan Retirement System
Michigan
$19.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.85M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.2M
4
EAM
EverPoint Asset Management
Connecticut
$0
5
Blackstone Inc
Blackstone Inc
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
226
Catamount Wealth Management
Connecticut
$1K +$1K +100 New
BIG
227
Bellwether Investment Group
Tennessee
$1K +$1K +100 New
SIAP
228
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K +$1K +100 New
CFA
229
Carroll Financial Associates
North Carolina
$1K +$1K +115 New
BFM
230
Boothbay Fund Management
New York
$344 +$344 +25,254 New
FPF
231
FNY Partners Fund
New York
$89 +$89 +6,500 New
EAM
232
EverPoint Asset Management
Connecticut
– -$26.8M -2,294,390 Closed
Blackstone Inc
233
Blackstone Inc
New York
– -$14.9M -1,281,546 Closed
Coatue Management
234
Coatue Management
New York
– -$6.19M -531,049 Closed
Arrowstreet Capital
235
Arrowstreet Capital
Massachusetts
– -$5.4M -463,155 Closed
LCM
236
Landscape Capital Management
New Jersey
– -$2.54M -218,113 Closed
JGC
237
J. Goldman & Co
New York
– -$1.94M -166,200 Closed
OAC
238
OMERS Administration Corp
Ontario, Canada
– -$1.59M -136,500 Closed
JRP
239
Jasper Ridge Partners
California
– -$715K -61,305 Closed
JG
240
Jefferies Group
New York
– -$555K -47,614 Closed
TI
241
Trexquant Investment
Connecticut
– -$541K -46,427 Closed
Jacobs Levy Equity Management
242
Jacobs Levy Equity Management
New Jersey
– -$490K -42,000 Closed
Wolverine Trading
243
Wolverine Trading
Illinois
– -$482K -41,420 Closed
EM
244
Endicott Management
New York
– -$466K -40,000 Closed
EEG
245
E.E. Geduld
– -$350K -30,000 Closed
ACM
246
Aviance Capital Management
Florida
– -$334K -28,651 Closed
EIM
247
Essex Investment Management
Massachusetts
– -$256K -21,953 Closed
JPMPWA
248
J.P. Morgan Private Wealth Advisors
California
– -$197K -16,859 Closed
TSS
249
Two Sigma Securities
New York
– -$118K -10,104 Closed
TG
250
Threshold Group
Washington
– -$117K -10,000 Closed
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