XYZ

Block, Inc.
XYZ

Overview Fund Activity

152 hedge funds and large institutions have $522M invested in Block, Inc. in 2016 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 53 increasing their positions, 24 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+34
Holders Change %
+28.81%
% of All Funds
4.06%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
54
Increased
53
Reduced
24
Closed
19
Calls
$14.2M
Puts
$24.9M
Net Calls
-$10.7M
Net Calls Change
-$23.4M

Top Buyers

1
SOMRS
State of Michigan Retirement System
Michigan
+$103M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$19.3M
3
DIG
Dragoneer Investment Group
California
+$19.1M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$16.1M
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$15.2M

Top Sellers

1
Tiger Global Management
Tiger Global Management
New York
-$48.6M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$22.3M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$20.6M
4
JG
Jefferies Group
New York
-$8.76M
5
EC
EMS Capital
New York
-$7.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
126
Tower Research Capital (TRC)
New York
$20K +$16K +1,758 +400%
KF
127
Krilogy Financial
Missouri
$19K -$142 -16 -0.7%
First Eagle Investment Management
128
First Eagle Investment Management
New York
$18K – – –
Public Employees Retirement Association of Colorado
129
Public Employees Retirement Association of Colorado
Colorado
$15K +$5.99K +663 +66%
AIG
130
American International Group
New York
$11.5K -$2.24K -247 -16%
KLI
131
Kelman-Lazarov Inc
Tennessee
$11.1K – – –
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$9K -$72.7K -8,400 -89%
TWA
133
TCI Wealth Advisors
Arizona
$9K – – –
LWCFA
134
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K – – –
PSUF
135
People's United Financial
Connecticut
$6K – – –
PFBT
136
Parkside Financial Bank & Trust
Missouri
$5K – – –
GT
137
Glenmede Trust
Pennsylvania
$5K +$3.33K +400 +200%
IWM
138
Integrated Wealth Management
California
$5K +$4.55K +500 +1,000%
CTC
139
Central Trust Company
Missouri
$5K +$5K +534 New
GWM
140
Geneos Wealth Management
Colorado
$4K -$528 -70 -12%
DADC
141
D.A. Davidson & Co
Montana
$4K – – –
FWM
142
Focused Wealth Management
New York
$4K – – –
GXMC
143
Global X Management Company
New York
$4K +$4K +480 New
SEI Investments
144
SEI Investments
Pennsylvania
$3K – – –
MFS
145
MSI Financial Services
Massachusetts
$3K +$2.06K +240 +218%
Fifth Third Bancorp
146
Fifth Third Bancorp
Ohio
$2K – – –
PMFA
147
Plante Moran Financial Advisors
Michigan
$2K +$2K +228 New
IR
148
Invictus RG
Bermuda
$2K +$2K +241 New
Legal & General Group
149
Legal & General Group
United Kingdom
$1K – – –
RWG
150
Regal Wealth Group
California
$1K +$1K +100 New
3 4 5
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