XYZ

Block, Inc.
XYZ

Overview Fund Activity

488 hedge funds and large institutions have $10.4B invested in Block, Inc. in 2018 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 169 increasing their positions, 137 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+56
Holders Change %
+12.96%
% of All Funds
11.2%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.37%
New
112
Increased
169
Reduced
137
Closed
54
Calls
$884M
Puts
$1.45B
Net Calls
-$569M
Net Calls Change
-$214M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$328M
2
WRCM
Whale Rock Capital Management
Massachusetts
+$181M
3
Morgan Stanley
Morgan Stanley
New York
+$158M
4
LPC
Lone Pine Capital
Connecticut
+$133M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$115M

Top Sellers

1
Allianz Asset Management
Allianz Asset Management
Germany
-$266M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$215M
3
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
-$163M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$104M
5
Barclays
Barclays
United Kingdom
-$73.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
226
ETrade Capital Management
Virginia
$1.22M -$92.1K -1,871 -7%
KCM
227
Karp Capital Management
California
$1.21M +$15.2K +310 +1%
EAMA
228
EFG Asset Management (Americas)
Florida
$1.2M +$210K +4,266 +21%
SPIA
229
Steward Partners Investment Advisory
New York
$1.15M -$10.1K -205 -0.9%
DnB Asset Management
230
DnB Asset Management
Norway
$1.15M +$153K +3,100 +15%
AIM
231
Achmea Investment Management
Netherlands
$1.14M – – –
SAM
232
Shell Asset Management
Netherlands
$1.14M -$690K -14,019 -38%
PIM
233
Partner Investment Management
California
$1.13M +$199K +4,050 +21%
Treasurer of the State of North Carolina
234
Treasurer of the State of North Carolina
North Carolina
$1.11M +$1.11M +22,622 New
KA
235
Kovack Advisors
Florida
$1.11M +$429K +8,732 +63%
SOADOR
236
State of Alaska Department of Revenue
Alaska
$1.1M +$217K +4,420 +25%
CCB
237
Cutter & Co Brokerage
Missouri
$1.1M +$212K +4,300 +24%
Principal Financial Group
238
Principal Financial Group
Iowa
$1.09M -$985K -20,024 -47%
Two Sigma Advisers
239
Two Sigma Advisers
New York
$1.08M -$17.4M -353,600 -94%
IA
240
IFP Advisors
Florida
$1.07M – – –
PAG
241
Private Advisor Group
New Jersey
$1.05M +$1.05M +21,401 New
GF
242
Gabelli Funds
New York
$1.03M +$1.03M +21,000 New
Janney Montgomery Scott
243
Janney Montgomery Scott
Pennsylvania
$1.03M -$396K -8,060 -28%
WS
244
Wedbush Securities
California
$1.02M +$295K +6,000 +40%
CC
245
Cognios Capital
Kansas
$1.02M -$612K -12,443 -37%
NAM
246
Nissay Asset Management
Japan
$1.02M +$66.4K +1,350 +7%
RI
247
Redwood Investments
Massachusetts
$1.01M +$1.01M +20,528 New
JIM
248
Jupiter Investment Management
United Kingdom
$1M +$98.3K +2,000 +11%
PNC Financial Services Group
249
PNC Financial Services Group
Pennsylvania
$983K +$751K +15,268 +323%
EIM
250
Essex Investment Management
Massachusetts
$981K +$43.3K +881 +5%
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