XYZ

Block, Inc.
XYZ

Overview Fund Activity

290 hedge funds and large institutions have $4.87B invested in Block, Inc. in 2017 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 121 increasing their positions, 69 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+23
Holders Change %
+8.61%
% of All Funds
7.24%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.37%
New
70
Increased
121
Reduced
69
Closed
46
Calls
$48.9M
Puts
$49.3M
Net Calls
-$383K
Net Calls Change
-$9.03M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$560M
2
Vanguard Group
Vanguard Group
Pennsylvania
$447M
3
WRF
Waddell & Reed Financial
Kansas
$138M
4
Goldman Sachs
Goldman Sachs
New York
$108M
5
Capital World Investors
Capital World Investors
California
$366M

Top Sellers

1
KDA
KPCB DGF Associates
California
$77.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$256M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$17.3M
4
GAMA
Graticule Asia Macro Advisors
New York
$24.7M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
226
Tyers Asset Management
Texas
$211K +$211K +8,992 New
SPC
227
Sigma Planning Corp
Michigan
$211K +$211K +8,993 New
BMC
228
Benin Management Corp
Connecticut
$209K -$35.2K -1,500 -14%
CTC
229
Central Trust Company
Missouri
$203K +$177K +7,514 +684%
SFPIA
230
Stevens First Principles Investment Advisors
California
$202K – – –
IP
231
Intellectus Partners
California
$199K -$74.1K -3,166 -27%
Pacer Advisors
232
Pacer Advisors
Pennsylvania
$196K +$58.2K +2,485 +42%
AG
233
Advisor Group
Arizona
$177K -$56K -2,405 -24%
FDCDDQ
234
Federation des caisses Desjardins du Quebec
Quebec, Canada
$171K +$120K +5,100 +235%
ACM
235
Aviance Capital Management
Florida
$166K -$228K -9,744 -58%
Zurich Cantonal Bank
236
Zurich Cantonal Bank
Switzerland
$158K +$25.7K +1,099 +19%
GWS
237
Glassman Wealth Services
Virginia
$154K – – –
RCM
238
Riverhead Capital Management
Delaware
$149K +$149K +6,370 New
AIG
239
American International Group
New York
$126K +$98.4K +4,205 +357%
PCM
240
Prelude Capital Management
New York
$124K -$59.1K -2,520 -32%
FANJ
241
Financial Architects (New Jersey)
New Jersey
$122K +$4.71K +200 +4%
AIP
242
Almanack Investment Partners
Pennsylvania
$117K +$117K +4,993 New
US Bancorp
243
US Bancorp
Minnesota
$109K -$2.69K -114 -2%
GWM
244
Geneos Wealth Management
Colorado
$91K +$68.1K +2,916 +298%
EDRH
245
Edmond de Rothschild Holding
Switzerland
$73K -$1.27M -54,300 -95%
DADC
246
D.A. Davidson & Co
Montana
$73K +$3.95K +170 +6%
SA
247
SpiderRock Advisors
Delaware
$70K – – –
EWM
248
Endurance Wealth Management
Rhode Island
$59K – – –
SPIA
249
Steward Partners Investment Advisory
New York
$57K -$1.49K -64 -3%
NA
250
NewEdge Advisors
Louisiana
$55.1K +$55.1K +2,300 New
8 9
10
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