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 %
PC
426
Periscope Capital
Ontario, Canada
$335K +$335K +3,385 New
IFAM
427
Institutional & Family Asset Management
Colorado
$334K -$63.1K -637 -16%
TDC
428
Thompson Davis & Co
Virginia
$334K +$85.2K +860 +34%
HCMT
429
Highland Capital Management (Tennessee)
Tennessee
$327K +$327K +3,300 New
LOAME
430
Lombard Odier Asset Management (Europe)
United Kingdom
$323K – – –
SA
431
Sicart Associates
New York
$321K – – –
LFDLE
432
La Financiere de L'Echiquier
France
$319K +$319K +3,220 New
Northwestern Mutual Wealth Management
433
Northwestern Mutual Wealth Management
Wisconsin
$315K +$54.7K +553 +21%
ACI
434
Alpha Cubed Investments
California
$312K +$58.6K +791 +23%
ASN
435
Advisory Services Network
Georgia
$311K +$274K +2,772 +741%
OIA
436
OneDigital Investment Advisors
Kansas
$307K +$12.4K +125 +4%
BSW
437
Buckingham Strategic Wealth
Missouri
$302K +$302K +3,054 New
FWM
438
Frontier Wealth Management
Missouri
$301K +$301K +3,040 New
FDCDDQ
439
Federation des caisses Desjardins du Quebec
Quebec, Canada
$298K -$107K -1,085 -27%
HIMCH
440
Hartford Investment Management Co (HIMCO)
Connecticut
$297K -$465K -4,690 -61%
PFGIA
441
Patriot Financial Group Insurance Agency
Massachusetts
$297K +$297K +3,000 New
NC
442
NewSquare Capital
Pennsylvania
$296K +$19.3K +195 +7%
I
443
IberiaBank
Louisiana
$295K +$295K +2,975 New
PFA
444
Paradigm Financial Advisors
Missouri
$295K +$295K +2,983 New
CCA
445
Checchi Capital Advisers
California
$284K +$284K +2,865 New
SMC
446
Smith, Moore & Co
Missouri
$280K +$280K +2,831 New
MHS
447
M Holdings Securities
Oregon
$278K +$278K +2,809 New
MCP
448
Mirador Capital Partners
California
$278K +$278K +2,810 New
MCWS
449
McKinley Carter Wealth Services
West Virginia
$277K +$277K +2,800 New
HI
450
Hudock Inc
Pennsylvania
$273K +$14.8K +150 +6%
16 17
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