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
$148M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$250M
3
BlackRock
BlackRock
New York
$93M
4
Wells Fargo
Wells Fargo
California
$113M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$72.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
$17.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$59.1M
3
DIG
Dragoneer Investment Group
California
$43.7M
4
SOMRS
State of Michigan Retirement System
Michigan
$0
5
SV
Sapphire Ventures
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
76
Teachers Advisors
New York
$4.43M +$462K +26,712 +12%
CM
77
Castleark Management
Illinois
$4.35M +$947K +54,810 +28%
Group One Trading
78
Group One Trading
Illinois
$4.33M -$1.09M -62,812 -20%
AIM
79
ARK Investment Management
Florida
$4.22M +$183K +10,588 +5%
Macquarie Group
80
Macquarie Group
Australia
$4.19M +$999K +57,785 +31%
OCM
81
Osterweis Capital Management
California
$4.13M -$658K -38,055 -14%
JCM
82
Jafra Capital Management
New York
$4.09M -$1.08M -62,684 -21%
Geode Capital Management
83
Geode Capital Management
Massachusetts
$3.98M +$454K +26,262 +13%
PPA
84
Parametric Portfolio Associates
Washington
$3.58M +$347K +20,101 +11%
AO
85
Allen Operations
New York
$3.4M -$1.13M -65,533 -25%
TGHSA
86
TPG Group Holdings (SBS) Advisors
Texas
$3.36M -$216K -12,506 -6%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$3.29M +$2.14M +123,787 +187%
MSAM
88
Moloney Securities Asset Management
Missouri
$2.98M +$565K +32,700 +23%
WAM
89
Wolverine Asset Management
Illinois
$2.94M +$2.94M +170,000 New
Bank of Nova Scotia
90
Bank of Nova Scotia
Ontario, Canada
$2.7M +$2.7M +156,000 New
TAM
91
Tocqueville Asset Management
New York
$2.65M – – –
OAC
92
OMERS Administration Corp
Ontario, Canada
$2.65M +$2.65M +153,200 New
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.63M -$1.8M -103,990 -41%
RA
94
Royce & Associates
New York
$2.61M +$2.61M +151,000 New
UBS Group
95
UBS Group
Switzerland
$2.61M -$197K -11,372 -7%
GLAM
96
Gardner Lewis Asset Management
Pennsylvania
$2.59M +$2.59M +149,790 New
AllianceBernstein
97
AllianceBernstein
Tennessee
$2.51M +$1.94M +112,530 +345%
QC
98
Quadrature Capital
United Kingdom
$2.51M -$329K -19,032 -12%
ICRM
99
Insight Capital Research & Management
California
$2.43M +$2.43M +140,691 New
HI
100
HBK Investments
Texas
$2.16M +$2.16M +125,000 New
2 3
4
5 6