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 %
HB
351
Homrich & Berg
Georgia
$760K – – –
Comerica Bank
352
Comerica Bank
Texas
$754K -$48.8K -658 -6%
HCM
353
Hollencrest Capital Management
California
$740K -$331K -4,421 -31%
NA
354
NewEdge Advisors
Louisiana
$740K +$160K +1,618 +28%
LNC
355
Lincoln National Corp
Pennsylvania
$738K +$112K +1,127 +18%
BPC
356
Banque Pictet & Cie
Switzerland
$733K – – –
FBC
357
Fairfield, Bush & Co
Connecticut
$733K +$39.6K +400 +6%
FAAS
358
First Allied Advisory Services
California
$729K -$35.2K -353 -5%
BFO
359
Boston Family Office
Massachusetts
$710K +$163K +1,650 +30%
FANJ
360
Financial Architects (New Jersey)
New Jersey
$668K +$149K +1,504 +29%
WEC
361
Winslow Evans & Crocker
Massachusetts
$668K +$574K +5,776 +608%
AA
362
Ancora Advisors
Ohio
$666K – – –
PCM
363
Penserra Capital Management
California
$647K +$527K +5,334 +437%
NIM
364
Northeast Investment Management
Massachusetts
$640K +$199K +2,006 +45%
APA
365
American Portfolios Advisors
New York
$615K +$161K +1,628 +36%
Caisse de Depot et Placement du Quebec (CDPQ)
366
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$614K -$19.8K -200 -3%
LWAC
367
Laurel Wealth Advisors (California)
California
$614K +$98.5K +995 +19%
SWM
368
SeaCrest Wealth Management
New York
$610K -$3.47K -35 -0.6%
PFP
369
Pinnacle Financial Partners
Tennessee
$597K -$21K -212 -3%
IG
370
ING Group
Netherlands
$594K +$272K +2,750 +85%
KA
371
Kovack Advisors
Florida
$587K -$1.61M -16,303 -73%
WAM
372
Wealthspire Advisors (Maryland)
Maryland
$573K +$51.2K +517 +10%
RA
373
Rational Advisors
New York
$569K +$569K +5,748 New
BCA
374
Bray Capital Advisors
Florida
$559K – – –
DADC
375
D.A. Davidson & Co
Montana
$558K +$53.5K +540 +11%
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15
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