XYZ

Block, Inc.

488 hedge funds and large institutions have $10.4B invested in Block, Inc. in 2018 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 169 increasing their positions, 137 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
488
Holders Change
+56
Holders Change %
+12.96%
% of All Funds
11.2%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.37%
New
112
Increased
169
Reduced
137
Closed
54
Calls
$884M
Puts
$1.45B
Net Calls
-$569M
Net Calls Change
-$214M
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
426
Clear Perspective Advisors
Illinois
$25K +$25K +500 New
GSC
427
G&S Capital
Colorado
$25K +$25K +500 New
SIM
428
Sonora Investment Management
Arizona
$24.6K
PCM
429
Penserra Capital Management
California
$23K +$23K +486 New
HMS
430
Hanseatic Management Services
New Mexico
$21K +$7K +141 +50%
MOS
431
MGO One Seven
Ohio
$20K +$297 +6 +2%
CAC
432
Certified Advisory Corp
Florida
$18K
APP
433
Avantax Planning Partners
Iowa
$18K +$18K +389 New
TFA
434
Toth Financial Advisory
Virginia
$17K
PFO
435
Pathstone Family Office
New Jersey
$16K
TDC
436
Thompson Davis & Co
Virginia
$15K -$10K -200 -40%
Bessemer Group
437
Bessemer Group
New Jersey
$15K
VNA
438
Valley National Advisers
Pennsylvania
$15K
RCAG
439
Rehmann Capital Advisory Group
Michigan
$15K +$15K +309 New
SFM
440
Signet Financial Management
New Jersey
$15K +$15K +313 New
CCA
441
Catalyst Capital Advisors
New York
$15K +$15K +314 New
LA
442
Legacy Advisors
Pennsylvania
$15K +$15K +326 New
RWP
443
RWA Wealth Partners
Massachusetts
$14K -$635K -12,477 -98%
VFA
444
Valeo Financial Advisors
Indiana
$14K +$14K +283 New
SWA
445
Sutton Wealth Advisors
Florida
$13.8K
JWA
446
JFS Wealth Advisors
Pennsylvania
$13K -$87K -1,740 -87%
WCM
447
Whitener Capital Management
North Carolina
$12K
BA
448
Ballew Advisors
Mississippi
$12K +$12K +243 New
BWP
449
Baldwin Wealth Partners
Massachusetts
$11K -$5K -100 -31%
FMP
450
Financial Management Professionals
Texas
$10K