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 %
DC
351
Davenport & Co
Virginia
$264K +$264K +5,363 New
IRF
352
IBM Retirement Fund
New York
$263K +$263K +5,354 New
FM
353
Family Management
New York
$256K +$256K +5,200 New
LWAC
354
Laurel Wealth Advisors (California)
California
$256K +$256K +5,208 New
BRF
355
B. Riley Financial
California
$248K +$248K +5,050 New
HAI
356
Hennessy Advisors Inc
California
$246K -$246K -5,000 -50%
PP
357
PagnatoKarp Partners
Virginia
$246K +$246K +5,000 New
OI
358
Oakbrook Investments
Illinois
$246K +$246K +5,010 New
CGH
359
Crossmark Global Holdings
Texas
$245K +$245K +4,970 New
WAM
360
Wealthspire Advisors (Maryland)
Maryland
$243K +$107K +2,180 +79%
GAMC
361
Garner Asset Management Corp
Texas
$239K +$239K +4,850 New
PA
362
Profund Advisors
Maryland
$239K +$239K +4,866 New
PWPS
363
Pinnacle Wealth Planning Services
Ohio
$237K +$237K +4,789 New
GWM
364
Geneos Wealth Management
Colorado
$234K -$58.5K -1,192 -20%
HFM
365
Harvest Fund Management
China
$228K +$42.4K +864 +23%
MTIM
366
Marathon Trading Investment Management
Pennsylvania
$225K -$2.79M -56,842 -93%
SBIA
367
Sheaff Brock Investment Advisors
Indiana
$220K +$220K +4,480 New
NIM
368
Northeast Investment Management
Massachusetts
$219K -$110K -2,250 -34%
Northwestern Mutual Wealth Management
369
Northwestern Mutual Wealth Management
Wisconsin
$216K +$66K +1,342 +44%
TD Asset Management
370
TD Asset Management
Ontario, Canada
$210K +$210K +4,275 New
FHA
371
Flagship Harbor Advisors
Massachusetts
$202K +$202K +4,220 New
LS
372
Livforsakringsbolaget Skandia
Sweden
$197K – – –
ASN
373
Advisory Services Network
Georgia
$182K +$73.8K +1,500 +68%
PP
374
Peconic Partners
New York
$172K +$172K +3,500 New
HI
375
Hudock Inc
Pennsylvania
$151K -$27.7K -565 -16%
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