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 %
KIG
326
Kessler Investment Group
Indiana
$378K -$199K -4,040 -34%
BPC
327
Banque Pictet & Cie
Switzerland
$364K – – –
HB
328
Homrich & Berg
Georgia
$359K +$14.8K +300 +4%
SWM
329
SeaCrest Wealth Management
New York
$353K -$163K -3,320 -32%
SBH
330
Segall Bryant & Hamill
Illinois
$349K +$349K +7,097 New
WC
331
Wexford Capital
Florida
$344K +$344K +7,000 New
EA
332
Emerald Advisers
Pennsylvania
$329K +$329K +6,697 New
UR
333
USCA RIA
Texas
$319K +$319K +6,480 New
BO
334
BRR OpCo
Ohio
$319K +$319K +6,503 New
CAN
335
Cetera Advisor Networks
California
$315K -$121K -2,458 -28%
EOJOAM
336
E. Ohman J:or Asset Management
Sweden
$305K – – –
P8IP
337
Pier 88 Investment Partners
California
$304K -$240K -4,880 -44%
STA
338
Summit Trail Advisors
New York
$298K +$284K +5,205 +1,994%
SA
339
Sicart Associates
New York
$295K -$24.6K -500 -8%
FFA
340
First Foundation Advisors
California
$295K +$295K +6,000 New
UCFA
341
United Capital Financial Advisors
Texas
$292K -$225K -4,566 -43%
RA
342
Rational Advisors
New York
$290K +$290K +5,892 New
TMC
343
Trellus Management Company
Florida
$290K +$290K +5,900 New
CB
344
Commerce Bank
Missouri
$286K +$738 +15 +0.3%
Cetera Investment Advisers
345
Cetera Investment Advisers
Illinois
$286K +$286K +5,760 New
CIAS
346
Capital Investment Advisory Services
North Carolina
$280K -$34.4K -700 -11%
BCA
347
Bray Capital Advisors
Florida
$278K +$278K +5,650 New
LNC
348
Lincoln National Corp
Pennsylvania
$274K +$274K +5,563 New
Truist Financial
349
Truist Financial
North Carolina
$271K +$271K +5,500 New
GI
350
GAMCO Investors
Connecticut
$266K +$266K +5,410 New
12 13
14
15 16