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XYZ

Block Inc

598 hedge funds and large institutions have $19.9B invested in Block Inc in 2018 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 221 increasing their positions, 191 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 48

53% more funds holding in top 10

Funds holding in top 10: 1929 (+10)

51% more capital invested

Capital invested by funds: $13.2B → $19.9B (+$6.76B)

16% more repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 191

12% more funds holding

Funds holding: 533598 (+65)

7.13% less ownership

Funds ownership: 73.87%66.75% (-7.1%)

58% less call options, than puts

Call options by funds: $1.37B | Put options by funds: $3.26B

Holders
598
Holders Change
+65
Holders Change %
+12.2%
% of All Funds
13.67%
Holding in Top 10
29
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+52.63%
% of All Funds
0.66%
New
116
Increased
221
Reduced
191
Closed
48
Calls
$1.37B
Puts
$3.26B
Net Calls
-$1.89B
Net Calls Change
-$980M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.21B -$284M -3,687,018 -14%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.06B +$370M +4,800,510 +30%
BlackRock
3
BlackRock
New York
$1.63B +$98.6M +1,278,723 +8%
Capital World Investors
4
Capital World Investors
California
$1.52B -$87.6M -1,136,000 -7%
Jennison Associates
5
Jennison Associates
New York
$712M +$21.2M +275,166 +4%
State Street
6
State Street
Massachusetts
$525M +$44.1M +571,423 +12%
JP Morgan Chase
7
JP Morgan Chase
New York
$456M -$76M -985,078 -18%
Goldman Sachs
8
Goldman Sachs
New York
$411M +$64.1M +831,438 +25%
Sumitomo Mitsui Trust Group
9
Sumitomo Mitsui Trust Group
Japan
$397M -$53.5M -693,182 -15%
Allianz Asset Management
10
Allianz Asset Management
Germany
$350M -$190M -2,458,202 -41%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$309M +$15.4M +199,213 +7%
Fidelity International
12
Fidelity International
Bermuda
$294M +$98.2M +1,272,790 +75%
NAMA
13
Nikko Asset Management Americas
New York
$290M -$61.6M -798,827 -21%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$263M +$20.8M +269,372 +11%
Norges Bank
15
Norges Bank
Norway
$234M +$42.1M +545,555 +30%
WRCM
16
Whale Rock Capital Management
Massachusetts
$230M +$3.2M +41,518 +2%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$230M +$129M +1,669,500 +254%
Morgan Stanley
18
Morgan Stanley
New York
$213M -$51.2M -663,568 -24%
MCMC
19
Matrix Capital Management Company
New Hampshire
$208M
Bank of New York Mellon
20
Bank of New York Mellon
New York
$205M -$117M -1,514,747 -42%
Wells Fargo
21
Wells Fargo
California
$193M -$8.48M -109,917 -5%
KDA
22
KPCB DGF Associates
California
$186M -$77.1M -1,000,000 -35%
SUT
23
SC US (TTGP)
California
$178M +$279K +3,617 +0.2%
Franklin Resources
24
Franklin Resources
California
$176M +$13.5M +175,100 +11%
Northern Trust
25
Northern Trust
Illinois
$167M +$682K +8,840 +0.5%

XYZ Hedge Fund Activity: Q3 2018 in Review

598 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q3 2018, worth a combined $19.9B — up 51% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new XYZ positions and 48 closed out — a net gain of 68 holders — while 221 added to existing stakes and 191 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $370M. The largest seller was Vanguard Group, cutting an estimated $284M.

  • 598 institutional investors held Block Inc (XYZ) as of Q3 2018, up from 533 in Q2 2018.
  • Funds reported $19.9B of Block Inc stock for Q3 2018, up 51% quarter-over-quarter.
  • 116 funds opened new Block Inc positions in Q3 2018 and 48 closed out, a net change of +68 holders.
  • The largest Block Inc buyer in Q3 2018 was Fidelity Investments, an estimated $370M added.
  • The largest Block Inc seller in Q3 2018 was Vanguard Group, an estimated $284M sold.

Based on aggregated 13F filings for Q3 2018.