XYZ

Block, Inc.
XYZ

Overview Fund Activity

290 hedge funds and large institutions have $4.87B invested in Block, Inc. in 2017 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 121 increasing their positions, 69 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+23
Holders Change %
+8.61%
% of All Funds
7.24%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.37%
New
70
Increased
121
Reduced
69
Closed
46
Calls
$48.9M
Puts
$49.3M
Net Calls
-$383K
Net Calls Change
-$9.03M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$560M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$447M
3
WRF
3
Waddell & Reed Financial
Kansas
$138M
4
Goldman Sachs
4
Goldman Sachs
New York
$108M
5
Capital World Investors
5
Capital World Investors
California
$366M

Top Sellers

1
KDA
1
KPCB DGF Associates
California
$77.4M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$256M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$17.3M
4
GAMA
4
Graticule Asia Macro Advisors
New York
$24.7M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GLAM
101
Gardner Lewis Asset Management
Pennsylvania
$3.94M +$425K +18,115 +12%
American Century Companies
102
American Century Companies
Missouri
$3.71M +$1.2M +51,302 +48%
GLA
103
Great Lakes Advisors
Illinois
$3.65M +$3.65M +155,728 New
TAM
104
Tocqueville Asset Management
New York
$3.5M -$106K -4,500 -3%
CCS
105
Crosspoint Capital Strategies
California
$3.45M +$3.45M +147,114 New
ICRM
106
Insight Capital Research & Management
California
$3.39M +$92.4K +3,940 +3%
TGHSA
107
TPG Group Holdings (SBS) Advisors
Texas
$3.37M -$1.19M -50,650 -26%
UBS AM
108
UBS AM
Illinois
$3.2M +$1.52M +64,649 +90%
OCM
109
Osterweis Capital Management
California
$3.15M -$2.46M -104,725 -44%
CA
110
Cullinan Associates
Kentucky
$3.05M +$1.11M +47,400 +58%
Squarepoint
111
Squarepoint
New York
$2.83M +$1.58M +67,401 +126%
CWA
112
Cypress Wealth Advisors
California
$2.8M +$1.16M +44,750 +71%
MSAM
113
Moloney Securities Asset Management
Missouri
$2.74M -$1.3M -55,425 -32%
TCM
114
Timpani Capital Management
Wisconsin
$2.59M -$26.9K -1,147 -1%
Simplex Trading
115
Simplex Trading
Illinois
$2.57M +$1.48M +63,180 +137%
JCM
116
Jafra Capital Management
New York
$2.47M -$3.07M -131,056 -55%
WMC
117
Westwood Management Corporation
Illinois
$2.46M +$469K +20,000 +24%
CG
118
Cutler Group
California
$2.41M +$2.23M +95,210 +1,259%
ST
119
Spot Trading
Illinois
$2.39M +$1.57M +66,816 +191%
SEI Investments
120
SEI Investments
Pennsylvania
$2.35M +$505K +21,522 +27%
VKH
121
Virtu KCG Holdings
New York
$2.35M +$2.35M +100,265 New
Wolverine Trading
122
Wolverine Trading
Illinois
$2.31M +$1.39M +59,309 +150%
RJA
123
Raymond James & Associates
Florida
$2.28M +$578K +24,660 +34%
EVM
124
Eaton Vance Management
Massachusetts
$2.25M – – –
PCM
125
Portolan Capital Management
Massachusetts
$2.24M -$7.38M -314,558 -77%
3 4
5
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