XYZ

Block, Inc.
XYZ

Overview Fund Activity

783 hedge funds and large institutions have $16B invested in Block, Inc. in 2019 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 230 increasing their positions, 260 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+89
Holders Change %
+12.82%
% of All Funds
15.46%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.47%
New
169
Increased
230
Reduced
260
Closed
67
Calls
$1.24B
Puts
$2.69B
Net Calls
-$1.45B
Net Calls Change
+$296M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$515M
2
Morgan Stanley
Morgan Stanley
New York
+$178M
3
HCM
HMI Capital Management
California
+$85.6M
4
FCM
Frontier Capital Management
Massachusetts
+$72.6M
5
Holocene Advisors
Holocene Advisors
New York
+$64.4M

Top Sellers

1
Coatue Management
Coatue Management
New York
-$195M
2
Jennison Associates
Jennison Associates
New York
-$162M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$146M
4
Goldman Sachs
Goldman Sachs
New York
-$131M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$79.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
226
CSat Investment Advisory
Michigan
$3.27M -$161K -2,569 -5%
TI
227
Tidal Investments
Wisconsin
$3.27M -$161K -2,569 -5%
LFDLE
228
La Financiere de L'Echiquier
France
$3.24M +$1.86M +29,800 +135%
1C
229
1623 Capital
Virginia
$3.22M +$3.22M +51,472 New
Truist Financial
230
Truist Financial
North Carolina
$3.21M +$2.57M +41,153 +407%
Macquarie Group
231
Macquarie Group
Australia
$3.21M -$172K -2,756 -5%
EAMA
232
EFG Asset Management (Americas)
Florida
$3.18M +$400K +6,390 +14%
OAM
233
Oppenheimer Asset Management
New York
$3.13M -$157K -2,503 -5%
VMPIC
234
Varma Mutual Pension Insurance Co
Finland
$3.13M +$3.13M +50,000 New
AG
235
Advisor Group
Arizona
$3.12M -$708K -11,323 -19%
AAM
236
Azzad Asset Management
Virginia
$3.09M – – –
Invesco
237
Invesco
Georgia
$3.08M +$341K +5,453 +12%
PL
238
Parkwood LLC
Ohio
$3.06M +$3.06M +48,954 New
SW
239
SteelPeak Wealth
California
$3.02M +$3.02M +48,303 New
CIC
240
Carnegie Investment Counsel
Ohio
$3M -$819K -13,092 -21%
PCM
241
Palisade Capital Management
New Jersey
$3M +$138K +2,199 +5%
Envestnet Asset Management
242
Envestnet Asset Management
Illinois
$2.98M +$341K +5,446 +13%
MSAM
243
Moloney Securities Asset Management
Missouri
$2.97M +$41.3K +660 +1%
SEC
244
Seven Eight Capital
New York
$2.95M +$2.95M +47,167 New
MCM
245
Marsico Capital Management
Colorado
$2.94M – – –
DIA
246
Dana Investment Advisors
Wisconsin
$2.93M -$37K -591 -1%
DILIC
247
Dai-ichi Life Insurance Company
Japan
$2.91M -$1.22M -19,556 -30%
Aberdeen Group
248
Aberdeen Group
United Kingdom
$2.86M +$122K +1,943 +4%
GLAM
249
Gardner Lewis Asset Management
Pennsylvania
$2.83M -$2.3M -36,784 -45%
MWM
250
Meridian Wealth Management
Kentucky
$2.83M +$1.83M +29,230 +183%
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