XYZ

Block, Inc.

532 hedge funds and large institutions have $13.2B invested in Block, Inc. in 2018 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 214 increasing their positions, 135 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
532
Holders Change
+44
Holders Change %
+9.02%
% of All Funds
12.2%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.44%
New
94
Increased
214
Reduced
135
Closed
46
Calls
$1.11B
Puts
$2.01B
Net Calls
-$907M
Net Calls Change
-$337M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
451
Watermark Asset Management
California
$45K
EFSCE
452
Enterprise Financial Services Corp (EFSC)
Missouri
$43K
PFO
453
Pathstone Family Office
New Jersey
$40K +$20K +327 +100%
AI
454
ArchPoint Investors
Florida
$35K
JCM
455
Jacobi Capital Management
Pennsylvania
$31K -$6.2K -100 -17%
SIM
456
Sonora Investment Management
Arizona
$31K
FMII
457
Farmers & Merchants Investments Inc
Nebraska
$31K
DOA
458
D'Orazio & Associates
Virginia
$31K
CPA
459
Clear Perspective Advisors
Illinois
$31K
GSC
460
G&S Capital
Colorado
$31K
BCP
461
Blackhawk Capital Partners
Wisconsin
$30K
KJWM
462
Kiley Juergens Wealth Management
Washington
$30K +$30K +500 New
CCA
463
Catalyst Capital Advisors
New York
$28K +$8.55K +138 +44%
ASN
464
Advisory Services Network
Georgia
$27K -$240K -3,326 -90%
PFBT
465
Parkside Financial Bank & Trust
Missouri
$27K -$8.01K -132 -23%
HMS
466
Hanseatic Management Services
New Mexico
$26K
CAC
467
Certified Advisory Corp
Florida
$24K
VFA
468
Valeo Financial Advisors
Indiana
$24K +$3.54K +49 +17%
CT
469
Clearstead Trust
Maine
$23K +$23K +375 New
LA
470
Legacy Advisors
Pennsylvania
$20K
VNA
471
Valley National Advisers
Pennsylvania
$18K
Bessemer Group
472
Bessemer Group
New Jersey
$18K
SWA
473
Sutton Wealth Advisors
Florida
$17.3K
RWP
474
RWA Wealth Partners
Massachusetts
$17K
JWA
475
JFS Wealth Advisors
Pennsylvania
$16K