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XYZ

Block Inc

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

139% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 31

87% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 53

71% more capital invested

Capital invested by funds: $1.79B → $3.05B (+$1.27B)

49% more call options, than puts

Call options by funds: $26.5M | Put options by funds: $17.8M

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

14% more funds holding

Funds holding: 234267 (+33)

6.31% more ownership

Funds ownership: 78.9%85.21% (+6.3%)

Holders
267
Holders Change
+33
Holders Change %
+14.1%
% of All Funds
6.65%
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
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
251
Watermark Asset Management
California
$13K +$11.4K +730 New
PSUF
252
People's United Financial
Connecticut
$12K
EFSCE
253
Enterprise Financial Services Corp (EFSC)
Missouri
$12K +$10.9K +697 New
SIM
254
Sonora Investment Management
Arizona
$9.59K
GT
255
Glenmede Trust
Pennsylvania
$9K -$782 -50 -8%
FWM
256
Focused Wealth Management
New York
$7K
PFO
257
Pathstone Family Office
New Jersey
$6K +$5.12K +327 New
Envestnet Asset Management
258
Envestnet Asset Management
Illinois
$6K +$5.24K +335 +3,350%
WAM
259
Wealthspire Advisors (Maryland)
Maryland
$5K
KF
260
Krilogy Financial
Missouri
$4K
AIS
261
Accurate Investment Solutions
Pennsylvania
$3K +$3.13K +200 New
PFBT
262
Parkside Financial Bank & Trust
Missouri
$3K +$3.13K +200 New
CWM
263
Catamount Wealth Management
Connecticut
$2K
RWG
264
Regal Wealth Group
California
$2K
MPWT
265
MassMutual Private Wealth & Trust
Connecticut
$1.9K +$1.72K +110 New
CFA
266
Carroll Financial Associates
North Carolina
$1K
PCP
267
Proficio Capital Partners
Massachusetts
$1K +$454 +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

XYZ Hedge Fund Activity: Q1 2017 in Review

267 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q1 2017, worth a combined $3.05B — up 71% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new XYZ positions and 31 closed out — a net gain of 43 holders — while 99 added to existing stakes and 53 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $116M. The largest seller was Millennium Management, cutting an estimated $57M.

  • 267 institutional investors held Block Inc (XYZ) as of Q1 2017, up from 234 in Q4 2016.
  • Funds reported $3.05B of Block Inc stock for Q1 2017, up 71% quarter-over-quarter.
  • 74 funds opened new Block Inc positions in Q1 2017 and 31 closed out, a net change of +43 holders.
  • The largest Block Inc buyer in Q1 2017 was Renaissance Technologies, an estimated $116M added.
  • The largest Block Inc seller in Q1 2017 was Millennium Management, an estimated $57M sold.

Based on aggregated 13F filings for Q1 2017.