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Block Inc

432 hedge funds and large institutions have $7.18B invested in Block Inc in 2017 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 126 increasing their positions, 114 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 46

33% more funds holding

Funds holding: 326432 (+106)

18% more capital invested

Capital invested by funds: $6.09B → $7.18B (+$1.09B)

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

11% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 114

7.07% less ownership

Funds ownership: 84.25%77.18% (-7.1%)

38% less call options, than puts

Call options by funds: $570M | Put options by funds: $926M

Holders
432
Holders Change
+106
Holders Change %
+32.52%
% of All Funds
9.8%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.45%
New
155
Increased
126
Reduced
114
Closed
46
Calls
$570M
Puts
$926M
Net Calls
-$355M
Net Calls Change
-$294M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$863M +$47.4M +1,294,129 +5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$691M -$112M -3,068,897 -13%
Capital World Investors
3
Capital World Investors
California
$510M -$11.6M -316,000 -2%
BlackRock
4
BlackRock
New York
$451M +$74.1M +2,024,019 +18%
Allianz Asset Management
5
Allianz Asset Management
Germany
$424M -$39.1M -1,067,298 -8%
Goldman Sachs
6
Goldman Sachs
New York
$200M -$21.5M -586,410 -9%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$167M -$138M -3,762,681 -44%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$153M +$132M +3,603,599 +441%
State Street
9
State Street
Massachusetts
$153M +$45.9M +1,253,023 +40%
NAMA
10
Nikko Asset Management Americas
New York
$149M +$104M +2,847,000 +163%
SMDAM
11
Sumitomo Mitsui DS Asset Management
Japan
$144M +$10.4M +284,712 +7%
JP Morgan Chase
12
JP Morgan Chase
New York
$137M +$66M +1,803,459 +84%
Sumitomo Mitsui Trust Group
13
Sumitomo Mitsui Trust Group
Japan
$125M +$67.8M +1,851,521 +106%
CI
14
Clal Insurance
Israel
$121M -$3.66M -100,000 -3%
KDA
15
KPCB DGF Associates
California
$99.9M -$15.3M -417,915 -13%
Barclays
16
Barclays
United Kingdom
$96.6M +$27.9M +762,369 +38%
Jennison Associates
17
Jennison Associates
New York
$86.4M +$91.3M +2,492,825 New
Wells Fargo
18
Wells Fargo
California
$80.4M -$56.4M -1,539,791 -40%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$74.4M +$6.58M +179,830 +9%
Citadel Advisors
20
Citadel Advisors
Florida
$69.1M +$73M +1,994,215 New
UBS AM
21
UBS AM
Illinois
$68.1M +$59M +1,611,446 +459%
Norges Bank
22
Norges Bank
Norway
$67.4M +$13.6M +371,635 +24%
WRF
23
Waddell & Reed Financial
Kansas
$66.9M -$24.8M -677,875 -26%
1832 Asset Management
24
1832 Asset Management
Ontario, Canada
$60.3M -$50.9M -1,389,700 -44%
CCI
25
Columbus Circle Investors
$55.4M -$43.6M -1,190,549 -43%