XYZ

Block, Inc.
XYZ

Overview Fund Activity

267 hedge funds and large institutions have $3.05B invested in Block, Inc. in 2017 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 99 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
+33
Holders Change %
+14.1%
% of All Funds
6.66%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.3%
New
74
Increased
99
Reduced
53
Closed
31
Calls
$26.5M
Puts
$17.8M
Net Calls
+$8.65M
Net Calls Change
-$15.5M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$128M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$105M
3
BlackRock
BlackRock
New York
+$91.7M
4
Wells Fargo
Wells Fargo
California
+$74.5M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$52.5M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$62.9M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$34.5M
3
DIG
Dragoneer Investment Group
California
-$23.2M
4
SOMRS
State of Michigan Retirement System
Michigan
-$19.4M
5
SV
Sapphire Ventures
Texas
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
226
Financial Architects (New Jersey)
New Jersey
$86K +$48.4K +2,800 +128%
US Bancorp
227
US Bancorp
Minnesota
$82K +$1.97K +114 +2%
PA
228
Parallel Advisors
California
$80K +$36.2K +1,981 +83%
GXMC
229
Global X Management Company
New York
$72K -$225 -13 -0.3%
MLICM
230
Metropolitan Life Insurance Company (MetLife)
New York
$61K – – –
DADC
231
D.A. Davidson & Co
Montana
$51K +$1.72K +100 +3%
FMA
232
FNY Managed Accounts
New York
$51K +$51K +2,997 New
EWM
233
Endurance Wealth Management
Rhode Island
$43K – – –
SPIA
234
Steward Partners Investment Advisory
New York
$43K – – –
SCM
235
Segantii Capital Management
Hong Kong
$43K +$43K +2,500 New
FDCDDQ
236
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.5K +$37.5K +2,170 New
First Eagle Investment Management
237
First Eagle Investment Management
New York
$34K – – –
WIM
238
Westside Investment Management
California
$26.9K +$2.51K +150 +10%
SIAP
239
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$21K +$19.3K +1,100 +1,100%
AIG
240
American International Group
New York
$20K -$747 -44 -4%
BKA
241
Brick & Kyle Associates
Pennsylvania
$19K – – –
CTC
242
Central Trust Company
Missouri
$19K – – –
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
$18K – – –
SIC
244
Salem Investment Counselors
North Carolina
$17K – – –
GWM
245
Geneos Wealth Management
Colorado
$16K – – –
CAL
246
Capital Advisors Ltd
Ohio
$16K +$16K +900 New
PNC Financial Services Group
247
PNC Financial Services Group
Pennsylvania
$15K -$26.7K -1,600 -64%
CL
248
Choreo LLC
Illinois
$14K +$14K +13,651 New
LWCFA
249
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K – – –
TDC
250
Thompson Davis & Co
Virginia
$13K +$4.33K +250 +50%
8 9
10
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