XYZ

Block, Inc.
XYZ

Overview Fund Activity

184 hedge funds and large institutions have $1.09B invested in Block, Inc. in 2016 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 58 increasing their positions, 34 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+32
Holders Change %
+21.05%
% of All Funds
4.92%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
61
Increased
58
Reduced
34
Closed
29
Calls
$74.7M
Puts
$14.8M
Net Calls
+$59.9M
Net Calls Change
+$70.6M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$71.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$62.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$62M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$44.2M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$30.7M

Top Sellers

1
SOMRS
State of Michigan Retirement System
Michigan
-$26.8M
2
SM
SCGE Management
California
-$22.6M
3
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$15.2M
4
Tiger Global Management
Tiger Global Management
New York
-$10.7M
5
GE
General Electric
Ohio
-$5.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMT
101
First Mercantile Trust
Tennessee
$332K +$332K +28,516 New
ARTA
102
A.R.T. Advisors
New York
$331K +$331K +28,400 New
Prudential Financial
103
Prudential Financial
New Jersey
$300K +$300K +25,788 New
UBS AM
104
UBS AM
Illinois
$299K +$51.9K +4,454 +21%
Capstone Investment Advisors
105
Capstone Investment Advisors
New York
$263K +$263K +22,610 New
CCB
106
Cutter & Co Brokerage
Missouri
$257K +$257K +22,000 New
EIM
107
Essex Investment Management
Massachusetts
$256K +$24.3K +2,085 +10%
PCM
108
Penserra Capital Management
California
$255K -$93.6K -8,042 -27%
Stifel Financial
109
Stifel Financial
Missouri
$249K -$19.9K -1,695 -7%
PHK
110
Point72 Hong Kong
Hong Kong
$244K +$244K +20,895 New
Charles Schwab
111
Charles Schwab
California
$237K -$295K -25,314 -55%
RHBC
112
R.H. Bluestein & Co
Michigan
$233K – – –
B
113
Barings
North Carolina
$229K -$1.06M -90,500 -82%
GCP
114
GSA Capital Partners
United Kingdom
$223K +$223K +19,109 New
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$219K +$219K +18,740 New
Commonwealth Equity Services
116
Commonwealth Equity Services
Massachusetts
$217K +$33.3K +2,861 +18%
CIM
117
Calvert Investment Management
Maryland
$211K +$758 +65 +0.4%
GC
118
Guggenheim Capital
Illinois
$209K +$209K +17,953 New
BWM
119
Braver Wealth Management
Massachusetts
$198K +$198K +17,000 New
JPMPWA
120
J.P. Morgan Private Wealth Advisors
California
$197K +$197K +16,859 New
American Century Companies
121
American Century Companies
Missouri
$190K -$45.5K -3,895 -19%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$187K +$11.7K +1,000 +7%
RJT
123
Raymond James Trust
Florida
$175K – – –
Deutsche Bank
124
Deutsche Bank
Germany
$159K +$10.7K +927 +7%
Creative Planning
125
Creative Planning
Kansas
$147K -$24.7K -2,115 -14%
3 4
5
6 7