XYZ

Block, Inc.
XYZ

Overview Fund Activity

532 hedge funds and large institutions have $13.2B invested in Block, Inc. in 2018 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 214 increasing their positions, 135 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+44
Holders Change %
+9.02%
% of All Funds
12.2%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.44%
New
94
Increased
214
Reduced
135
Closed
46
Calls
$1.11B
Puts
$2.01B
Net Calls
-$907M
Net Calls Change
-$337M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$104M
2
MCMC
Matrix Capital Management Company
New Hampshire
+$98.6M
3
BlackRock
BlackRock
New York
+$92.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$89.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$60.6M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$138M
2
Morgan Stanley
Morgan Stanley
New York
-$102M
3
Goldman Sachs
Goldman Sachs
New York
-$102M
4
CI
Clal Insurance
Israel
-$94.3M
5
WRCM
Whale Rock Capital Management
Massachusetts
-$85.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
251
Kovack Advisors
Florida
$1.37M -$20.8K -338 -1%
UCFA
252
United Capital Financial Advisors
Texas
$1.34M +$977K +15,851 +267%
CCB
253
Cutter & Co Brokerage
Missouri
$1.33M -$49.3K -800 -4%
BTS
254
BB&T Securities
Virginia
$1.25M +$714K +11,580 +132%
SAM
255
Shell Asset Management
Netherlands
$1.19M -$232K -3,759 -16%
BF
256
BOK Financial
Oklahoma
$1.19M +$1.19M +19,311 New
RW
257
Rand Wealth
Maryland
$1.13M -$23.4K -380 -2%
TSW
258
Thompson Siegel & Walmsley
Virginia
$1.11M +$1.11M +18,000 New
Janney Montgomery Scott
259
Janney Montgomery Scott
Pennsylvania
$1.07M -$217K -3,513 -17%
CIBC Private Wealth Group
260
CIBC Private Wealth Group
Georgia
$1.05M -$1.41M -22,805 -57%
BOS
261
Bingham Osborn & Scarborough
California
$1.04M – – –
WBC
262
Westpac Banking Corp
Australia
$987K – – –
Aberdeen Group
263
Aberdeen Group
United Kingdom
$969K +$969K +15,720 New
Prudential Financial
264
Prudential Financial
New Jersey
$954K +$247K +4,000 +35%
TCM
265
Traynor Capital Management
Pennsylvania
$945K -$9.47K -150 -1%
RA
266
Royce & Associates
New York
$925K -$925K -15,000 -50%
BAS
267
Brown Advisory Securities
Maryland
$925K +$925K +15,000 New
MFS
268
Monetta Financial Services
Illinois
$925K +$925K +15,000 New
MSU
269
Mizuho Securities USA
New York
$925K +$925K +15,000 New
HCM
270
Horan Capital Management
Maryland
$918K +$61.6K +1,000 +7%
CAIMH
271
Central Asset Investments & Management Holdings
Hong Kong
$918K +$918K +14,900 New
RHBC
272
R.H. Bluestein & Co
Michigan
$898K +$259K +4,200 +41%
IA
273
IFP Advisors
Florida
$890K -$1M -16,301 -53%
Man Group
274
Man Group
United Kingdom
$889K -$2.4K -39 -0.3%
HCM
275
Hollencrest Capital Management
California
$881K +$148K +2,400 +20%
9 10
11
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