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 %
CIBC Asset Management
276
CIBC Asset Management
Ontario, Canada
$616K – – –
Simplex Trading
277
Simplex Trading
Illinois
$606K -$12.1M -246,606 -95%
SAM
278
Shamrock Asset Management
Texas
$605K +$605K +11,082 New
HCM
279
Hollencrest Capital Management
California
$586K +$586K +11,900 New
AA
280
ALPS Advisors
Colorado
$577K +$111K +2,254 +24%
TC
281
Telemus Capital
Michigan
$576K – – –
GC
282
Grimes & Company
Massachusetts
$573K +$573K +11,642 New
AAM
283
Azzad Asset Management
Virginia
$569K – – –
Prudential Financial
284
Prudential Financial
New Jersey
$564K +$193K +3,930 +52%
PCM
285
Prelude Capital Management
New York
$557K +$293K +5,957 +111%
AF
286
Advisornet Financial
Minnesota
$555K -$17.7K -360 -3%
AA
287
Ancora Advisors
Ohio
$552K +$65.2K +1,325 +13%
GCM
288
Gables Capital Management
Florida
$541K +$541K +11,000 New
SB
289
Suntrust Banks
Georgia
$536K +$536K +10,895 New
IP
290
Intellectus Partners
California
$519K -$748K -15,200 -59%
NFG
291
Next Financial Group
Texas
$519K +$519K +10,541 New
RHBC
292
R.H. Bluestein & Co
Michigan
$510K -$492K -10,000 -49%
CA
293
Cetera Advisors
Colorado
$501K +$139K +2,845 +38%
AF
294
Aldebaran Financial
$497K -$16.7K -340 -3%
CTC
295
Central Trust Company
Missouri
$495K -$21.6K -440 -4%
ACP
296
Aviance Capital Partners
Florida
$492K – – –
JCP
297
Jabre Capital Partners
Switzerland
$492K +$73.8K +1,500 +18%
Lazard Asset Management
298
Lazard Asset Management
New York
$490K -$462K -9,404 -49%
SWP
299
Stratos Wealth Partners
Ohio
$481K +$278K +5,650 +137%
Comerica Bank
300
Comerica Bank
Texas
$480K -$17.6K -347 -4%
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