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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
SEC
126
Seven Eight Capital
New York
$1.26M +$82.9K +5,300 +8%
RJA
127
Raymond James & Associates
Florida
$1.25M +$535K +34,200 +89%
UBS AM
128
UBS AM
Illinois
$1.24M +$479K +30,652 +75%
WMSA
129
Weiss Multi-Strategy Advisers
New York
$1.21M +$1.09M +70,000 New
William Blair & Company
130
William Blair & Company
Illinois
$1.14M +$25.8K +1,650 +3%
Invesco
131
Invesco
Georgia
$1.14M +$538K +34,388 +109%
DCM
132
Driehaus Capital Management
Illinois
$1.13M +$1.02M +65,223 New
DSI
133
Daiwa SB Investments
Japan
$1.12M -$363K -23,240 -26%
AIM
134
Assured Investment Management
New York
$1.1M +$996K +63,701 New
CWA
135
Cypress Wealth Advisors
California
$1.09M
PG
136
PEAK6 Group
Illinois
$1.08M +$974K +62,241 New
RJFSA
137
Raymond James Financial Services Advisors
Florida
$1.07M +$394K +25,210 +69%
EDRH
138
Edmond de Rothschild Holding
Switzerland
$992K -$641K -41,000 -42%
SC
139
Seawolf Capital
New York
$964K -$161K -10,300 -16%
RhumbLine Advisers
140
RhumbLine Advisers
Massachusetts
$934K +$56.7K +3,623 +7%
SAM
141
Symphony Asset Management
California
$924K -$7.93K -507 -0.9%
Squarepoint
142
Squarepoint
New York
$921K -$255K -16,300 -23%
N
143
Natixis
France
$892K +$573K +36,635 +244%
BCM
144
Bayesian Capital Management
New York
$881K -$214K -13,700 -21%
PM
145
Precept Management
Texas
$864K
HAG
146
HighPoint Advisor Group
Illinois
$848K -$443K -28,295 -46%
Simplex Trading
147
Simplex Trading
Illinois
$798K +$534K +34,139 +283%
Charles Schwab
148
Charles Schwab
California
$789K +$360K +23,021 +102%
Jane Street
149
Jane Street
New York
$779K -$1.03M -65,547 -59%
BFM
150
Boothbay Fund Management
New York
$763K +$296K +18,909 +75%

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.