We are live on ! Find out more
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
TA
76
Teachers Advisors
New York
$4.43M +$418K +26,712 +12%
CM
77
Castleark Management
Illinois
$4.35M +$857K +54,810 +28%
Group One Trading
78
Group One Trading
Illinois
$4.33M -$982K -62,812 -20%
AIM
79
ARK Investment Management
Florida
$4.22M +$166K +10,588 +5%
Macquarie Group
80
Macquarie Group
Australia
$4.19M +$904K +57,785 +31%
OCM
81
Osterweis Capital Management
California
$4.13M -$595K -38,055 -14%
JCM
82
Jafra Capital Management
New York
$4.09M -$980K -62,684 -21%
Geode Capital Management
83
Geode Capital Management
Massachusetts
$3.98M +$411K +26,262 +13%
PPA
84
Parametric Portfolio Associates
Washington
$3.58M +$314K +20,101 +11%
AO
85
Allen Operations
New York
$3.4M -$1.03M -65,533 -25%
TGHSA
86
TPG Group Holdings (SBS) Advisors
Texas
$3.36M -$196K -12,506 -6%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$3.29M +$1.94M +123,787 +187%
MSAM
88
Moloney Securities Asset Management
Missouri
$2.98M +$511K +32,700 +23%
WAM
89
Wolverine Asset Management
Illinois
$2.94M +$2.66M +170,000 New
Bank of Nova Scotia
90
Bank of Nova Scotia
Ontario, Canada
$2.7M +$2.44M +156,000 New
TAM
91
Tocqueville Asset Management
New York
$2.65M
OAC
92
OMERS Administration Corp
Ontario, Canada
$2.65M +$2.4M +153,200 New
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.63M -$1.63M -103,990 -41%
RA
94
Royce & Associates
New York
$2.61M +$2.36M +151,000 New
UBS Group
95
UBS Group
Switzerland
$2.61M -$178K -11,372 -7%
GLAM
96
Gardner Lewis Asset Management
Pennsylvania
$2.59M +$2.34M +149,790 New
AllianceBernstein
97
AllianceBernstein
Tennessee
$2.51M +$1.76M +112,530 +345%
QC
98
Quadrature Capital
United Kingdom
$2.5M -$298K -19,032 -12%
ICRM
99
Insight Capital Research & Management
California
$2.43M +$2.2M +140,691 New
HI
100
HBK Investments
Texas
$2.16M +$1.96M +125,000 New

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.