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Block Inc

432 hedge funds and large institutions have $7.18B invested in Block Inc in 2017 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 126 increasing their positions, 114 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 46

33% more funds holding

Funds holding: 326432 (+106)

18% more capital invested

Capital invested by funds: $6.09B → $7.18B (+$1.09B)

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

11% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 114

7.07% less ownership

Funds ownership: 84.25%77.18% (-7.1%)

38% less call options, than puts

Call options by funds: $570M | Put options by funds: $926M

Holders
432
Holders Change
+106
Holders Change %
+32.52%
% of All Funds
9.8%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.45%
New
155
Increased
126
Reduced
114
Closed
46
Calls
$570M
Puts
$926M
Net Calls
-$355M
Net Calls Change
-$294M
Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
351
Compagnie Lombard Odier SCmA
Switzerland
$70K +$73.2K +2,000 New
EWM
352
Endurance Wealth Management
Rhode Island
$69K -$18.3K -500 -20%
JWA
353
JFS Wealth Advisors
Pennsylvania
$69K +$73.2K +2,000 New
First Eagle Investment Management
354
First Eagle Investment Management
New York
$67K
GT
355
Glenmede Trust
Pennsylvania
$67K
OIA
356
OneDigital Investment Advisors
Kansas
$67K +$22.9K +625 +48%
WIM
357
Westside Investment Management
California
$55K -$9.15K -250 -16%
WEC
358
Winslow Evans & Crocker
Massachusetts
$48.5K +$51.3K +1,400 New
CA
359
Crewe Advisors
Utah
$45K +$47.6K +1,300 New
TFS
360
TrustCore Financial Services
Tennessee
$44K +$46.9K +1,280 New
PWM
361
Perigon Wealth Management
California
$43K +$41.3K +1,127 +1,127%
KWM
362
Kingsview Wealth Management
Oregon
$43K +$44.9K +1,227 New
SIAP
363
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$42K +$915 +25 +2%
SP
364
SWS Partners
Ohio
$40K +$41.8K +1,141 New
AF
365
Allworth Financial
California
$39K +$41.3K +1,128 New
SIC
366
Salem Investment Counselors
North Carolina
$35K
CTA
367
Carillon Tower Advisers
Florida
$31.2K +$32.9M +899,596 New
CAL
368
Capital Advisors Ltd
Ohio
$31K
FWM
369
Focused Wealth Management
New York
$31K +$14K +382 +73%
PFGIA
370
Patriot Financial Group Insurance Agency
Massachusetts
$31K +$27.5K +750 New
GWS
371
Glassman Wealth Services
Virginia
$29K +$293 +8 +1%
IWM
372
IHT Wealth Management
Illinois
$28K +$25.1K +685 New
FMLI
373
Fukoku Mutual Life Insurance
Japan
$28K +$29.3K +800 New
LWCFA
374
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26K
WAM
375
Watermark Asset Management
California
$25K