Block Inc
533 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, 136 reducing their positions, and 46 closing their positions.
104% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 46
57% more repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 136
26% more capital invested
Capital invested by funds: $10.4B → $13.2B (+$2.73B)
19% more funds holding in top 10
Funds holding in top 10: 16 → 19 (+3)
9% more funds holding
Funds holding: 489 → 533 (+44)
0.94% less ownership
Funds ownership: 74.81% → 73.87% (-0.94%)
45% less call options, than puts
Call options by funds: $1.11B | Put options by funds: $2.01B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$93.1M |
| 2 |
MCMC
Matrix Capital Management Company
Portsmouth,
New Hampshire
|
+$88M |
| 3 |
BlackRock
New York
|
+$82.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$80M |
| 5 |
JP Morgan Chase
New York
|
+$54.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$123M |
| 2 |
Morgan Stanley
New York
|
-$91.2M |
| 3 |
Goldman Sachs
New York
|
-$90.7M |
| 4 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
-$84.1M |
| 5 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$76.4M |
XYZ Hedge Fund Activity: Q2 2018 in Review
533 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q2 2018, worth a combined $13.2B — up 26% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new XYZ positions and 46 closed out — a net gain of 48 holders — while 214 added to existing stakes and 136 trimmed.
The largest buyer was Fidelity International, opening a new position worth an estimated $93.1M. The largest seller was Jennison Associates, cutting an estimated $123M.
- 533 institutional investors held Block Inc (XYZ) as of Q2 2018, up from 489 in Q1 2018.
- Funds reported $13.2B of Block Inc stock for Q2 2018, up 26% quarter-over-quarter.
- 94 funds opened new Block Inc positions in Q2 2018 and 46 closed out, a net change of +48 holders.
- The largest Block Inc buyer in Q2 2018 was Fidelity International, an estimated $93.1M added.
- The largest Block Inc seller in Q2 2018 was Jennison Associates, an estimated $123M sold.
Based on aggregated 13F filings for Q2 2018.