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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
Lazard Asset Management
101
Lazard Asset Management
New York
$2.16M +$1.96M +125,000 New
SC
102
Sculptor Capital
New York
$2.16M +$1.96M +125,000 New
New York State Common Retirement Fund
103
New York State Common Retirement Fund
New York
$2.01M -$114K -7,287 -6%
TI
104
Turner Investments
Pennsylvania
$1.94M -$1.53M -97,870 -47%
TCM
105
Timpani Capital Management
Wisconsin
$1.93M +$1.74M +111,510 New
Credit Agricole
106
Credit Agricole
France
$1.86M +$727K +46,500 +76%
American Century Companies
107
American Century Companies
Missouri
$1.85M +$80.2K +5,129 +5%
Balyasny Asset Management
108
Balyasny Asset Management
Illinois
$1.81M -$882K -56,405 -35%
LA
109
Linden Advisors
New York
$1.81M +$1.64M +104,691 New
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$1.79M -$419K -26,805 -21%
California State Teachers Retirement System (CalSTRS)
111
California State Teachers Retirement System (CalSTRS)
California
$1.77M -$73.5K -4,700 -4%
NCGI
112
Next Century Growth Investors
Minnesota
$1.75M +$1.59M +101,379 New
CS
113
Credit Suisse
Switzerland
$1.69M -$691K -44,173 -31%
NIT
114
NumerixS Investment Technologies
British Columbia, Canada
$1.69M -$597K -38,154 -28%
EVM
115
Eaton Vance Management
Massachusetts
$1.66M
EGM
116
Engineers Gate Manager
New York
$1.54M +$603K +38,555 +77%
IHL
117
Investment House LLC
California
$1.53M -$2.35K -150 -0.2%
LPL Financial
118
LPL Financial
California
$1.51M +$407K +26,010 +42%
NAMA
119
Nikko Asset Management Americas
New York
$1.49M +$536K +34,300 +66%
Sumitomo Mitsui Trust Group
120
Sumitomo Mitsui Trust Group
Japan
$1.49M +$558K +35,700 +71%
WMC
121
Westwood Management Corporation
Illinois
$1.47M
BIM
122
Bogle Investment Management
Massachusetts
$1.46M +$1.32M +84,221 New
CA
123
Cullinan Associates
Kentucky
$1.42M +$935K +59,800 +265%
SEI Investments
124
SEI Investments
Pennsylvania
$1.36M +$26.5K +1,692 +2%
SCA
125
Secor Capital Advisors
New York
$1.3M +$1.18M +75,476 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.