XYZ

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
Holders
432
Holders Change
+106
Holders Change %
+32.52%
% of All Funds
9.81%
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
Shares
Change %
SWA
401
Sutton Wealth Advisors
Florida
$9.74K +$9.74K +281 New
Acadian Asset Management
402
Acadian Asset Management
Massachusetts
$9K
WCM
403
Whitener Capital Management
North Carolina
$8K +$8K +250 New
AIS
404
Accurate Investment Solutions
Pennsylvania
$7K
FMP
405
Financial Management Professionals
Texas
$7K +$1.79K +54 +34%
AFNAS
406
American Financial Network Advisory Services
California
$7K +$2.95K +80 +73%
HRC
407
Hoertkorn Richard Charles
$7K +$3.47K +100 +98%
GFP
408
Gryphon Financial Partners
Ohio
$7K +$7K +200 New
IWP
409
Icon Wealth Partners
Texas
$7K +$7K +214 New
TWA
410
TCI Wealth Advisors
Arizona
$6K
CA
411
Calton & Associates
Florida
$6K +$6K +150 New
EARNEST Partners
412
EARNEST Partners
Georgia
$6K +$6K +186 New
HR
413
Howe & Rusling
New York
$5K -$1.93K -52 -28%
AGA
414
Accuvest Global Advisors
Utah
$5K -$918 -29 -16%
WA
415
WealthTrust-Arizona
Arizona
$5K +$5K +130 New
Envestnet Asset Management
416
Envestnet Asset Management
Illinois
$5K +$5K +147 New
Carson Wealth (CWM LLC)
417
Carson Wealth (CWM LLC)
Nebraska
$4K
RE
418
RBC Europe
United Kingdom
$3.36K -$43.3K -1,250 -93%
CFA
419
Carroll Financial Associates
North Carolina
$3K
CWM
420
Catamount Wealth Management
Connecticut
$3K
RWG
421
Regal Wealth Group
California
$3K
PCP
422
Proficio Capital Partners
Massachusetts
$3K +$2.04K +62 +214%
SBL
423
Sargent Bickham Lagudis
Colorado
$2K +$2K +45 New
TL
424
TrueWealth LLC
Georgia
$2K +$2K +55 New
PGWM
425
Parisi Gray Wealth Management
New Jersey
$2K +$2K +67 New