XYZ

Block, Inc.
XYZ

Overview Fund Activity

234 hedge funds and large institutions have $1.79B invested in Block, Inc. in 2016 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 84 increasing their positions, 36 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+50
Holders Change %
+27.17%
% of All Funds
5.86%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.25%
New
83
Increased
84
Reduced
36
Closed
26
Calls
$38.1M
Puts
$14M
Net Calls
+$24.1M
Net Calls Change
-$35.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$122M
2
Allianz Asset Management
Allianz Asset Management
Germany
$102M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$115M
4
Millennium Management
Millennium Management
New York
$63.7M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$73.8M

Top Sellers

1
SOMRS
State of Michigan Retirement System
Michigan
$19.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.85M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.2M
4
EAM
EverPoint Asset Management
Connecticut
$0
5
Blackstone Inc
Blackstone Inc
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SUT
126
SC US (TTGP)
California
$546K +$546K +40,087 New
RJA
127
Raymond James & Associates
Florida
$523K +$40.4K +2,964 +8%
PCM
128
Palisade Capital Management
New Jersey
$518K +$518K +38,000 New
RJFSA
129
Raymond James Financial Services Advisors
Florida
$500K -$85.8K -6,300 -15%
SPM
130
Symmetry Peak Management
Pennsylvania
$477K +$477K +35,000 New
AL
131
Airain Ltd
Guernsey
$448K +$448K +32,849 New
AllianceBernstein
132
AllianceBernstein
Tennessee
$445K -$5.62K -412 -1%
Invesco
133
Invesco
Georgia
$431K +$27.1K +1,985 +7%
FMT
134
First Mercantile Trust
Tennessee
$422K +$33.2K +2,435 +9%
SG Americas Securities
135
SG Americas Securities
New York
$395K +$395K +28,972 New
State of Wisconsin Investment Board
136
State of Wisconsin Investment Board
Wisconsin
$381K -$67.1K -4,922 -15%
BCM
137
BlueCrest Capital Management
Jersey
$368K +$368K +27,000 New
Prudential Financial
138
Prudential Financial
New Jersey
$366K +$15.1K +1,106 +4%
Capstone Investment Advisors
139
Capstone Investment Advisors
New York
$365K +$57.3K +4,212 +19%
Stifel Financial
140
Stifel Financial
Missouri
$356K +$66.8K +4,907 +23%
CCM
141
Cadence Capital Management
Massachusetts
$350K +$350K +25,678 New
GCP
142
GSA Capital Partners
United Kingdom
$344K +$83.5K +6,122 +32%
EMG
143
Ellington Management Group
Connecticut
$333K +$333K +24,400 New
Citigroup
144
Citigroup
New York
$315K +$281K +20,569 +818%
HCM
145
Highbridge Capital Management
New York
$314K +$314K +23,034 New
Charles Schwab
146
Charles Schwab
California
$309K +$31.5K +2,310 +11%
CA
147
Cullinan Associates
Kentucky
$308K -$308K -22,608 -50%
VOYA Investment Management
148
VOYA Investment Management
Georgia
$301K – – –
CCB
149
Cutter & Co Brokerage
Missouri
$300K – – –
Marshall Wace
150
Marshall Wace
United Kingdom
$292K +$292K +21,406 New
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