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 %
WAM
251
Watermark Asset Management
California
$13K +$13K +730 New
PSUF
252
People's United Financial
Connecticut
$12K – – –
EFSCE
253
Enterprise Financial Services Corp (EFSC)
Missouri
$12K +$12K +697 New
SIM
254
Sonora Investment Management
Arizona
$9.59K – – –
GT
255
Glenmede Trust
Pennsylvania
$9K -$818 -50 -8%
FWM
256
Focused Wealth Management
New York
$7K – – –
PFO
257
Pathstone Family Office
New Jersey
$6K +$6K +327 New
Envestnet Asset Management
258
Envestnet Asset Management
Illinois
$6K +$5.83K +335 +3,350%
WAM
259
Wealthspire Advisors (Maryland)
Maryland
$5K – – –
KF
260
Krilogy Financial
Missouri
$4K – – –
PFBT
261
Parkside Financial Bank & Trust
Missouri
$3K +$3K +200 New
AIS
262
Accurate Investment Solutions
Pennsylvania
$3K +$3K +200 New
RWG
263
Regal Wealth Group
California
$2K – – –
CWM
264
Catamount Wealth Management
Connecticut
$2K – – –
MPWT
265
MassMutual Private Wealth & Trust
Connecticut
$1.9K +$1.9K +110 New
CFA
266
Carroll Financial Associates
North Carolina
$1K – – –
PCP
267
Proficio Capital Partners
Massachusetts
$1K +$1K +29 New
SOMRS
268
State of Michigan Retirement System
Michigan
– -$19.4M -1,422,700 Closed
SV
269
Sapphire Ventures
Texas
– -$18.2M -1,333,332 Closed
KC
270
Kanha Capital
New York
– -$2.42M -177,470 Closed
JAM
271
Jacobs Asset Management
New York
– -$1.7M -125,000 Closed
T. Rowe Price Associates
272
T. Rowe Price Associates
Maryland
– -$1.59M -116,715 Closed
PCM
273
Penserra Capital Management
California
– -$1.48M -108,427 Closed
HCMT
274
Highland Capital Management (Texas)
Texas
– -$1.36M -100,000 Closed
HHC
275
Hutchin Hill Capital
New York
– -$1.3M -95,200 Closed
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