XYZ

Block, Inc.

326 hedge funds and large institutions have $6.09B invested in Block, Inc. in 2017 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 116 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+36
Holders Change %
+12.41%
% of All Funds
8.14%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
69
Increased
116
Reduced
86
Closed
31
Calls
$114M
Puts
$176M
Net Calls
-$61.2M
Net Calls Change
-$60.8M
Name Holding Trade Value Shares
Change
Shares
Change %
AIL
301
AGF Investments LLC
Ontario, Canada
$11K +$11K +348 New
KF
302
Krilogy Financial
Missouri
$10K
WAM
303
Wealthspire Advisors (Maryland)
Maryland
$10K +$194 +7 +2%
PFO
304
Pathstone Family Office
New Jersey
$9K
VNA
305
Valley National Advisers
Pennsylvania
$9K
BWP
306
Baldwin Wealth Partners
Massachusetts
$9K
Acadian Asset Management
307
Acadian Asset Management
Massachusetts
$7K +$5.97K +214 +578%
RFA
308
Reilly Financial Advisors
California
$6K
AIS
309
Accurate Investment Solutions
Pennsylvania
$6K
AGA
310
Accuvest Global Advisors
Utah
$5K -$558K -20,883 -99%
TWA
311
TCI Wealth Advisors
Arizona
$5K +$5K +174 New
HR
312
Howe & Rusling
New York
$5K +$5K +187 New
AC
313
Alexandria Capital
Virginia
$4K
FMP
314
Financial Management Professionals
Texas
$4K +$4K +157 New
RWG
315
Regal Wealth Group
California
$3K
HRC
316
Hoertkorn Richard Charles
$3K
CWM
317
Catamount Wealth Management
Connecticut
$3K
CFA
318
Carroll Financial Associates
North Carolina
$3K
WAP
319
Wealthcare Advisory Partners
Pennsylvania
$3K +$3K +100 New
PWM
320
Perigon Wealth Management
California
$3K +$3K +100 New
AFNAS
321
American Financial Network Advisory Services
California
$3K +$3K +110 New
Carson Wealth (CWM LLC)
322
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +121 New
PCP
323
Proficio Capital Partners
Massachusetts
$1K
MCM
324
Manchester Capital Management
Vermont
$1K +$1K +21 New
PG
325
Patten Group
Tennessee
$1K +$1K +30 New