XYZ

Block, Inc.
XYZ

Overview Fund Activity

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
Holders
267
Holders Change
+33
Holders Change %
+14.1%
% of All Funds
6.66%
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

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$148M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$250M
3
BlackRock
BlackRock
New York
$93M
4
Wells Fargo
Wells Fargo
California
$113M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$72.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
$17.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$59.1M
3
DIG
Dragoneer Investment Group
California
$43.7M
4
SOMRS
State of Michigan Retirement System
Michigan
$0
5
SV
Sapphire Ventures
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
176
HighTower Advisors
Illinois
$327K +$115K +6,673 +54%
EAM
177
Evanson Asset Management
California
$311K -$581K -33,614 -65%
QSS
178
Quantitative Systematic Strategies
Florida
$301K +$301K +17,427 New
Canada Life
179
Canada Life
Manitoba, Canada
$296K +$89.6K +5,200 +43%
ACM
180
Aviance Capital Management
Florida
$291K +$291K +16,828 New
Commonwealth Equity Services
181
Commonwealth Equity Services
Massachusetts
$287K -$18.7K -1,080 -6%
PIM
182
Partner Investment Management
California
$286K +$286K +16,548 New
RWP
183
RWA Wealth Partners
Massachusetts
$273K +$273K +15,774 New
TH
184
Timber Hill
Connecticut
$262K +$262K +15,156 New
RJT
185
Raymond James Trust
Florida
$259K – – –
CO
186
Caldwell & Orkin
Georgia
$251K +$251K +14,500 New
GCA
187
Gideon Capital Advisors
New York
$233K -$50.3K -2,915 -18%
Principal Financial Group
188
Principal Financial Group
Iowa
$230K -$24.1K -1,394 -9%
JG
189
Jefferies Group
New York
$230K +$230K +13,337 New
DWM
190
Darwin Wealth Management
Florida
$220K +$220K +12,732 New
Teacher Retirement System of Texas
191
Teacher Retirement System of Texas
Texas
$220K +$220K +12,756 New
PAI
192
Pittenger & Anderson Inc
Nebraska
$216K – – –
IPC
193
Independent Portfolio Consultants
Florida
$208K +$208K +12,020 New
AA
194
Ancora Advisors
Ohio
$207K – – –
IP
195
Intellectus Partners
California
$202K – – –
SC
196
Scotia Capital
Ontario, Canada
$201K +$201K +11,595 New
LFAS
197
Level Four Advisory Services
Texas
$199K +$199K +11,813 New
M&T Bank
198
M&T Bank
New York
$189K – – –
IR
199
Invictus RG
Bermuda
$189K +$189K +10,951 New
Janney Montgomery Scott
200
Janney Montgomery Scott
Pennsylvania
$188K +$188K +10,860 New
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