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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.21B -$18.1M -366,974 -1%
Capital World Investors
2
Capital World Investors
California
$793M +$69.9M +1,420,000 +10%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$765M -$215M -4,369,993 -22%
BlackRock
4
BlackRock
New York
$676M +$35.8M +726,640 +6%
Jennison Associates
5
Jennison Associates
New York
$450M +$328M +6,660,350 +267%
Allianz Asset Management
6
Allianz Asset Management
Germany
$336M -$266M -5,397,675 -44%
Goldman Sachs
7
Goldman Sachs
New York
$244M -$40.1M -814,544 -14%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$227M +$32.3M +655,795 +17%
Morgan Stanley
9
Morgan Stanley
New York
$220M +$158M +3,211,307 +254%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$218M -$18.6M -378,739 -8%
State Street
11
State Street
Massachusetts
$217M +$49.3K +1,003 +0%
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$214M +$37M +752,364 +21%
WRCM
13
Whale Rock Capital Management
Massachusetts
$181M +$181M +3,675,156 New
NAMA
14
Nikko Asset Management Americas
New York
$169M -$57.3M -1,165,042 -25%
KDA
15
KPCB DGF Associates
California
$142M – – –
LPC
16
Lone Pine Capital
Connecticut
$133M +$133M +2,694,573 New
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$132M +$115M +2,328,455 +650%
CI
18
Clal Insurance
Israel
$132M -$40.4M -820,284 -23%
SOMRS
19
State of Michigan Retirement System
Michigan
$125M +$56.4M +1,146,219 +82%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$117M +$11.5M +233,194 +11%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$113M -$104M -2,116,258 -48%
Wells Fargo
22
Wells Fargo
California
$109M -$5.04M -102,446 -4%
WRF
23
Waddell & Reed Financial
Kansas
$102M +$6.85M +139,151 +7%
UBS AM
24
UBS AM
Illinois
$93.9M -$2.64M -53,741 -3%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$93.5M +$93.5M +1,900,963 New
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