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 %
WAM
276
Wealthspire Advisors (Maryland)
Maryland
$8K +$861 +38 +12%
BWP
277
Baldwin Wealth Partners
Massachusetts
$8K +$8K +320 New
TRCT
278
Tower Research Capital (TRC)
New York
$8K +$8K +345 New
VNA
279
Valley National Advisers
Pennsylvania
$7K +$7K +300 New
Walleye Trading
280
Walleye Trading
New York
$6.55K +$6.55K +279,382 New
AIS
281
Accurate Investment Solutions
Pennsylvania
$5K – – –
RFA
282
Reilly Financial Advisors
California
$5K +$5K +200 New
TCM
283
Tradewinds Capital Management
Washington
$4K +$4K +150 New
AC
284
Alexandria Capital
Virginia
$4K +$4K +153 New
CFA
285
Carroll Financial Associates
North Carolina
$2K – – –
RWG
286
Regal Wealth Group
California
$2K – – –
CWM
287
Catamount Wealth Management
Connecticut
$2K – – –
SBL
288
Sargent Bickham Lagudis
Colorado
$2K +$2K +89 New
HRC
289
Hoertkorn Richard Charles
$2K +$2K +102 New
PCP
290
Proficio Capital Partners
Massachusetts
$1K – – –
Acadian Asset Management
291
Acadian Asset Management
Massachusetts
$1K +$1K +37 New
Point72 Asset Management
292
Point72 Asset Management
Connecticut
– -$37.5M -2,171,242 Closed
Alyeska Investment Group
293
Alyeska Investment Group
Illinois
– -$26.9M -1,557,192 Closed
Millennium Management
294
Millennium Management
New York
– -$17.8M -1,032,704 Closed
AC
295
Apertura Capital
Texas
– -$11.2M -650,000 Closed
KCM
296
Kennedy Capital Management
Missouri
– -$6.35M -367,689 Closed
ACPU
297
Arrowgrass Capital Partners (US)
Delaware
– -$6.31M -365,000 Closed
AC
298
Aristeia Capital
Connecticut
– -$6.31M -365,000 Closed
HCM
299
Highbridge Capital Management
New York
– -$6.31M -365,000 Closed
CLCM
300
Crawford Lake Capital Management
New Jersey
– -$6.03M -349,023 Closed
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