XYZ

Block, Inc.
XYZ

Overview Fund Activity

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 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+66
Holders Change %
+12.41%
% of All Funds
13.69%
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
47
Calls
$1.37B
Puts
$3.26B
Net Calls
-$1.89B
Net Calls Change
-$980M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$475M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$165M
3
BlackRock
BlackRock
New York
+$127M
4
Fidelity International
Fidelity International
Bermuda
+$126M
5
Goldman Sachs
Goldman Sachs
New York
+$82.3M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$365M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$243M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$234M
4
LPC
Lone Pine Capital
Connecticut
-$166M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIC
251
Hartline Investment Corp
Illinois
$2.49M +$2.49M +25,095 New
SPIA
252
Steward Partners Investment Advisory
New York
$2.46M -$22.5K -227 -0.9%
CC
253
Cognios Capital
Kansas
$2.43M +$2.57K +26 +0.1%
CCB
254
Cutter & Co Brokerage
Missouri
$2.42M +$290K +2,925 +14%
PAA
255
Peregrine Asset Advisers
Oregon
$2.37M +$2.37M +23,981 New
UCFA
256
United Capital Financial Advisors
Texas
$2.37M +$208K +2,104 +10%
UR
257
USCA RIA
Texas
$2.35M +$1.13M +11,400 +92%
AIM
258
Achmea Investment Management
Netherlands
$2.3M – – –
Janney Montgomery Scott
259
Janney Montgomery Scott
Pennsylvania
$2.26M +$539K +5,446 +31%
BRWA
260
B. Riley Wealth Advisors
Florida
$2.26M -$460K -4,639 -17%
GLA
261
Great Lakes Advisors
Illinois
$2.25M -$37.7M -380,746 -94%
MLICM
262
Metropolitan Life Insurance Company (MetLife)
New York
$2.19M -$43.6K -440 -2%
SAM
263
Shell Asset Management
Netherlands
$2.17M +$250K +2,526 +13%
W
264
Wealthfront
California
$2.16M -$8.33M -84,136 -79%
FFA
265
First Foundation Advisors
California
$2.13M -$99K -1,000 -4%
IWA
266
IBEX Wealth Advisors
New Jersey
$2.06M +$2.06M +21,227 New
SSA
267
Schonfeld Strategic Advisors
New York
$2.06M +$2.06M +20,800 New
PIA
268
Piedmont Investment Advisors
North Carolina
$2.05M +$2.05M +20,717 New
EF
269
Empowered Funds
Pennsylvania
$2.02M -$667K -6,803 -25%
MSE
270
MUFG Securities EMEA
United Kingdom
$1.97M -$308K -3,112 -14%
HAG
271
HighPoint Advisor Group
Illinois
$1.93M -$13.2K -174 -0.7%
AIM
272
Allen Investment Management
New York
$1.91M +$504K +5,089 +36%
CIBC Private Wealth Group
273
CIBC Private Wealth Group
Georgia
$1.88M +$191K +1,928 +11%
NIMI
274
Natixis Investment Managers International
France
$1.78M -$2.25M -22,778 -56%
Twin Tree Management
275
Twin Tree Management
Texas
$1.75M -$14.3M -143,989 -89%
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