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 %
Manulife (Manufacturers Life Insurance)
201
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$187K +$22.5K +1,296 +14%
CIBC Asset Management
202
CIBC Asset Management
Ontario, Canada
$181K – – –
BMC
203
Benin Management Corp
Connecticut
$180K – – –
BRWA
204
B. Riley Wealth Advisors
Florida
$177K +$177K +10,235 New
IA
205
IFP Advisors
Florida
$176K +$137K +7,915 +352%
BAAM
206
Baker Avenue Asset Management
California
$176K +$176K +10,175 New
Cambridge Investment Research Advisors
207
Cambridge Investment Research Advisors
Iowa
$175K +$517 +30 +0.3%
State of Wisconsin Investment Board
208
State of Wisconsin Investment Board
Wisconsin
$174K -$308K -17,856 -64%
FPF
209
FNY Partners Fund
New York
$174K +$62K +3,600 +55%
PP
210
Peconic Partners
New York
$173K – – –
Neuberger Berman Group
211
Neuberger Berman Group
New York
$173K – – –
ACP
212
Aviance Capital Partners
Florida
$173K – – –
B
213
Bellecapital
Switzerland
$173K – – –
AG
214
Advisor Group
Arizona
$172K -$92.5K -5,377 -35%
LTFS
215
Ladenburg Thalmann Financial Services
Florida
$159K +$45.6K +2,644 +40%
SFPIA
216
Stevens First Principles Investment Advisors
California
$149K – – –
CSS
217
Cubist Systematic Strategies
Connecticut
$146K -$818K -47,357 -85%
Creative Planning
218
Creative Planning
Kansas
$145K -$51.3K -2,969 -26%
CWM
219
Concert Wealth Management
California
$144K +$144K +10,513 New
PCM
220
Prelude Capital Management
New York
$135K +$135K +7,810 New
JIM
221
Jupiter Investment Management
United Kingdom
$131K +$131K +7,600 New
CG
222
Cutler Group
California
$130K +$4.92K +286 +4%
GWS
223
Glassman Wealth Services
Virginia
$114K +$109K +6,260 +1,987%
Pacer Advisors
224
Pacer Advisors
Pennsylvania
$102K +$18.9K +1,090 +23%
Zurich Cantonal Bank
225
Zurich Cantonal Bank
Switzerland
$98K +$50.1K +2,889 +105%
7 8
9
10 11