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 %
TL
476
TrueWealth LLC
Georgia
$3K – – –
GRP
477
Global Retirement Partners
California
$2K – – –
SBL
478
Sargent Bickham Lagudis
Colorado
$2K – – –
AIM
479
Advantage Investment Management
Iowa
$2K +$2K +45 New
IIC
480
Integrated Investment Consultants
Michigan
$2K +$2K +48 New
MCM
481
Manchester Capital Management
Vermont
$1K – – –
PMFA
482
Plante Moran Financial Advisors
Michigan
$1K – – –
PG
483
Patten Group
Tennessee
$1K – – –
AC
484
Avestar Capital
New York
$1K – – –
ML
485
McAdam LLC
Pennsylvania
$1K +$1K +11 New
CFD
486
Creative Financial Designs
Indiana
$1K +$1K +30 New
Two Sigma Investments
487
Two Sigma Investments
New York
– -$46.8M -1,348,414 Closed
PP
488
PDT Partners
New York
– -$34.9M -1,005,895 Closed
ACM
489
Altimeter Capital Management
Massachusetts
– -$22.3M -644,345 Closed
Capital Fund Management (CFM)
490
Capital Fund Management (CFM)
France
– -$17.1M -494,230 Closed
AA
491
AQR Arbitrage
Connecticut
– -$12.7M -365,517 Closed
PC
492
Polar Capital
United Kingdom
– -$6.28M -181,313 Closed
CCS
493
Crosspoint Capital Strategies
California
– -$48M -138,312 Closed
BA
494
Boston Advisors
Massachusetts
– -$4.21M -121,379 Closed
TEC
495
Tiger Eye Capital
Tennessee
– -$3.99M -114,998 Closed
SEC
496
Seven Eight Capital
New York
– -$3.79M -109,400 Closed
AIM
497
Assured Investment Management
New York
– -$3.62M -104,461 Closed
ROTUOC
498
Regents of the University of California
California
– -$3.59M -103,593 Closed
QT
499
Quantbot Technologies
New York
– -$3.43M -98,806 Closed
State of Tennessee, Department of Treasury
500
State of Tennessee, Department of Treasury
Tennessee
– -$2.25M -64,745 Closed
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