XYZ

Block, Inc.
XYZ

Overview Fund Activity

753 hedge funds and large institutions have $17.6B invested in Block, Inc. in 2019 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 299 increasing their positions, 228 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
-2
Holders Change %
-0.26%
% of All Funds
16.38%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.65%
New
101
Increased
299
Reduced
228
Closed
96
Calls
$1.16B
Puts
$2.38B
Net Calls
-$1.22B
Net Calls Change
-$70.3M

Top Buyers

1
Coatue Management
Coatue Management
New York
+$319M
2
LPC
Lone Pine Capital
Connecticut
+$232M
3
BCM
Bares Capital Management
Texas
+$221M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$205M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$193M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$302M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$137M
3
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
-$126M
4
WRCM
Whale Rock Capital Management
Massachusetts
-$110M
5
Renaissance Technologies
Renaissance Technologies
New York
-$83.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TVWM
401
Tower View Wealth Management
Wisconsin
$713K +$7.25K +100 +1%
AA
402
ALPS Advisors
Colorado
$703K +$192K +2,644 +37%
IC
403
InterOcean Capital
Illinois
$689K – – –
NL
404
NVWM LLC
Pennsylvania
$689K +$25.7K +354 +4%
WIA
405
Wealthstreet Investment Advisors
Texas
$685K -$21.8K -300 -3%
GC
406
Guggenheim Capital
Illinois
$680K -$62.7K -865 -8%
TCM
407
Traynor Capital Management
Pennsylvania
$680K +$5.49K +75 +0.8%
LB
408
Legacy Bridge
Iowa
$679K +$218K +3,000 +47%
AF
409
Advisornet Financial
Minnesota
$677K +$10.2K +140 +2%
NERM
410
New England Research & Management
Illinois
$667K -$3.63K -50 -0.5%
BCM
411
BlueCrest Capital Management
Jersey
$648K +$648K +8,928 New
CAN
412
Cetera Advisor Networks
California
$644K +$79.8K +1,101 +14%
BDS
413
Banco de Sabadell
Florida
$643K – – –
BJL
414
Brighton Jones LLC
Washington
$631K +$6.52K +90 +1%
HCM
415
Hollencrest Capital Management
California
$630K -$87.1K -1,200 -12%
Fiera Capital (Canada)
416
Fiera Capital (Canada)
Quebec, Canada
$624K – – –
EOJOAM
417
E. Ohman J:or Asset Management
Sweden
$624K +$624K +8,600 New
SIC
418
Salem Investment Counselors
North Carolina
$620K +$528K +7,275 +571%
Northwestern Mutual Wealth Management
419
Northwestern Mutual Wealth Management
Wisconsin
$616K -$703K -9,697 -53%
F
420
F3Logic
Minnesota
$615K +$37.1K +507 +6%
AAS
421
Avantax Advisory Services
Texas
$612K -$41.7K -575 -6%
BCP
422
Berkeley Capital Partners
Georgia
$600K +$8.35K +115 +1%
HAG
423
HighPoint Advisor Group
Illinois
$599K -$1.21M -15,454 -67%
AIG
424
American International Group
New York
$591K -$61.8K -851 -9%
BFO
425
Boston Family Office
Massachusetts
$589K – – –
15 16
17
18 19