Block Inc
326 hedge funds and large institutions have $6.09B invested in Block Inc in 2017 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 116 increasing their positions, 86 reducing their positions, and 31 closing their positions.
123% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 31
35% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 86
25% more capital invested
Capital invested by funds: $4.87B → $6.09B (+$1.22B)
13% more funds holding in top 10
Funds holding in top 10: 15 → 17 (+2)
12% more funds holding
Funds holding: 290 → 326 (+36)
6.23% less ownership
Funds ownership: 90.48% → 84.25% (-6.2%)
35% less call options, than puts
Call options by funds: $114M | Put options by funds: $176M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$120M |
| 2 |
BlackRock
New York
|
+$114M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$82.4M |
| 4 |
Goldman Sachs
New York
|
+$46.5M |
| 5 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$40.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$85.8M |
| 2 |
Renaissance Technologies
New York
|
-$69.8M |
| 3 |
Bank of New York Mellon
New York
|
-$61.5M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$52.7M |
| 5 |
Morgan Stanley
New York
|
-$49.6M |
XYZ Hedge Fund Activity: Q3 2017 in Review
326 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q3 2017, worth a combined $6.09B — up 25% from $4.87B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new XYZ positions and 31 closed out — a net gain of 38 holders — while 116 added to existing stakes and 86 trimmed.
The largest buyer was Vanguard Group, adding an estimated $120M. The largest seller was Waddell & Reed Financial, cutting an estimated $85.8M.
- 326 institutional investors held Block Inc (XYZ) as of Q3 2017, up from 290 in Q2 2017.
- Funds reported $6.09B of Block Inc stock for Q3 2017, up 25% quarter-over-quarter.
- 69 funds opened new Block Inc positions in Q3 2017 and 31 closed out, a net change of +38 holders.
- The largest Block Inc buyer in Q3 2017 was Vanguard Group, an estimated $120M added.
- The largest Block Inc seller in Q3 2017 was Waddell & Reed Financial, an estimated $85.8M sold.
Based on aggregated 13F filings for Q3 2017.