XYZ

Block, Inc.
XYZ

Overview Fund Activity

184 hedge funds and large institutions have $1.09B invested in Block, Inc. in 2016 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 58 increasing their positions, 34 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+32
Holders Change %
+21.05%
% of All Funds
4.92%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
61
Increased
58
Reduced
34
Closed
29
Calls
$74.7M
Puts
$14.8M
Net Calls
+$59.9M
Net Calls Change
+$70.6M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$71.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$62.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$62M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$44.2M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$30.7M

Top Sellers

1
SOMRS
State of Michigan Retirement System
Michigan
-$26.8M
2
SM
SCGE Management
California
-$22.6M
3
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$15.2M
4
Tiger Global Management
Tiger Global Management
New York
-$10.7M
5
GE
General Electric
Ohio
-$5.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
151
Metropolitan Life Insurance Company (MetLife)
New York
$43K -$2.06K -178 -5%
IA
152
IFP Advisors
Florida
$35K +$4.82K +411 +16%
DADC
153
D.A. Davidson & Co
Montana
$33K +$27.3K +2,370 +474%
Citigroup
154
Citigroup
New York
$30K -$138K -11,531 -82%
Canada Life
155
Canada Life
Manitoba, Canada
$29K – – –
EWM
156
Endurance Wealth Management
Rhode Island
$29K – – –
FANJ
157
Financial Architects (New Jersey)
New Jersey
$25K – – –
First Eagle Investment Management
158
First Eagle Investment Management
New York
$23K – – –
Parallax Volatility Advisers
159
Parallax Volatility Advisers
California
$22K +$22K +1,881 New
Public Employees Retirement Association of Colorado
160
Public Employees Retirement Association of Colorado
Colorado
$19K +$68 +6 +0.4%
AIG
161
American International Group
New York
$14.2K -$618 -53 -4%
KLI
162
Kelman-Lazarov Inc
Tennessee
$14K – – –
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$12K – – –
BKA
164
Brick & Kyle Associates
Pennsylvania
$12K +$12K +1,000 New
LWCFA
165
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K – – –
PSUF
166
People's United Financial
Connecticut
$8K – – –
KT
167
Kanaly Trust
Texas
$8K +$8K +699 New
WAM
168
Wealthspire Advisors (Maryland)
Maryland
$7K +$7K +642 New
GWM
169
Geneos Wealth Management
Colorado
$6K – – –
GT
170
Glenmede Trust
Pennsylvania
$6K – – –
IWM
171
Integrated Wealth Management
California
$6K – – –
CTC
172
Central Trust Company
Missouri
$6K – – –
FWM
173
Focused Wealth Management
New York
$5K – – –
MFS
174
MSI Financial Services
Massachusetts
$5K +$625 +50 +14%
TCIM
175
TIAA CREF Investment Management
New York
$4.26K +$1.99K +170,845 +88%
5 6
7
8 9