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Block Inc

432 hedge funds and large institutions have $7.18B invested in Block Inc in 2017 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 126 increasing their positions, 114 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 46

33% more funds holding

Funds holding: 326432 (+106)

18% more capital invested

Capital invested by funds: $6.09B → $7.18B (+$1.09B)

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

11% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 114

7.07% less ownership

Funds ownership: 84.25%77.18% (-7.1%)

38% less call options, than puts

Call options by funds: $570M | Put options by funds: $926M

Holders
432
Holders Change
+106
Holders Change %
+32.52%
% of All Funds
9.8%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.45%
New
155
Increased
126
Reduced
114
Closed
46
Calls
$570M
Puts
$926M
Net Calls
-$355M
Net Calls Change
-$294M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
101
AQR Capital Management
Connecticut
$7.33M +$2.64M +71,971 +52%
T
102
TOBAM
France
$7.31M +$7.72M +210,964 New
Russell Investments Group
103
Russell Investments Group
United Kingdom
$7.03M -$6.6M -180,367 -47%
GLAM
104
Gardner Lewis Asset Management
Pennsylvania
$6.56M -$515K -14,075 -7%
PC
105
Polar Capital
United Kingdom
$6.28M -$28.2M -769,348 -81%
RJA
106
Raymond James & Associates
Florida
$6.27M +$499K +13,635 +8%
NIT
107
NumerixS Investment Technologies
British Columbia, Canada
$6.26M +$5.88M +160,485 +802%
GC
108
Guggenheim Capital
Illinois
$5.74M -$286K -7,817 -5%
W
109
Wealthfront
California
$5.72M -$1.79M -48,910 -23%
Parallax Volatility Advisers
110
Parallax Volatility Advisers
California
$5.7M +$5.23M +142,917 +663%
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.59M -$683K -18,658 -10%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$5.36M +$722K +19,720 +15%
TAM
113
Tocqueville Asset Management
New York
$5.25M +$91.5K +2,500 +2%
SG Americas Securities
114
SG Americas Securities
New York
$5.21M -$10.2M -279,049 -65%
QC
115
Quadrature Capital
United Kingdom
$5.14M +$5.43M +148,355 New
AllianceBernstein
116
AllianceBernstein
Tennessee
$4.84M +$135K +3,680 +3%
Wolverine Trading
117
Wolverine Trading
Illinois
$4.79M -$1.37M -37,303 -21%
CM
118
Castleark Management
Illinois
$4.5M -$2.44M -66,635 -34%
LTFS
119
Ladenburg Thalmann Financial Services
Florida
$4.32M +$2.4M +65,444 +111%
BA
120
Boston Advisors
Massachusetts
$4.21M -$18.9M -516,576 -81%
LA
121
Leonetti & Associates
Illinois
$4.09M +$225K +6,150 +5%
WMC
122
Westwood Management Corporation
Illinois
$3.99M +$366K +10,000 +10%
TEC
123
Tiger Eye Capital
Tennessee
$3.99M +$1.88M +51,400 +81%
HT
124
HAP Trading
New York
$3.95M +$2.47M +67,495 +146%
SEC
125
Seven Eight Capital
New York
$3.79M +$4.01M +109,400 New