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 %
RHBC
151
R.H. Bluestein & Co
Michigan
$273K – – –
State Board of Administration of Florida Retirement System
152
State Board of Administration of Florida Retirement System
Florida
$270K +$14.6K +1,070 +6%
B
153
Barings
North Carolina
$267K – – –
SFM
154
Soros Fund Management
New York
$267K +$267K +19,600 New
GAM
155
Gotham Asset Management
New York
$259K +$259K +18,995 New
GC
156
Guggenheim Capital
Illinois
$255K +$9.92K +727 +4%
DIA
157
Denver Investment Advisors
Colorado
$253K +$253K +18,595 New
Commonwealth Equity Services
158
Commonwealth Equity Services
Massachusetts
$241K -$13.2K -967 -5%
BWM
159
Braver Wealth Management
Massachusetts
$232K – – –
GCA
160
Gideon Capital Advisors
New York
$224K +$224K +16,414 New
CIM
161
Calvert Investment Management
Maryland
$213K -$33.4K -2,451 -14%
AG
162
Advisor Group
Arizona
$209K +$62.1K +4,566 +42%
N
163
Natixis
France
$204K -$898K -66,000 -81%
RJT
164
Raymond James Trust
Florida
$204K – – –
Principal Financial Group
165
Principal Financial Group
Iowa
$200K +$200K +14,676 New
Verition Fund Management
166
Verition Fund Management
Connecticut
$187K +$187K +13,685 New
PAI
167
Pittenger & Anderson Inc
Nebraska
$170K +$34K +2,500 +25%
HighTower Advisors
168
HighTower Advisors
Illinois
$166K +$3K +222 +2%
Canada Life
169
Canada Life
Manitoba, Canada
$164K +$130K +9,474 +379%
AA
170
Ancora Advisors
Ohio
$164K +$164K +12,000 New
Simplex Trading
171
Simplex Trading
Illinois
$164K +$164K +12,066 New
IP
172
Intellectus Partners
California
$159K +$159K +11,666 New
Creative Planning
173
Creative Planning
Kansas
$155K -$17.1K -1,250 -10%
M&T Bank
174
M&T Bank
New York
$150K – – –
CIBC Asset Management
175
CIBC Asset Management
Ontario, Canada
$142K – – –
5 6
7
8 9