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 %
CI
451
Cigna Investments
Connecticut
$268K +$294 +4 +0.1%
FA
452
FDx Advisors
Illinois
$264K -$63K -637 -19%
QI
453
QS Investors
New York
$260K – – –
AW
454
ACG Wealth
Georgia
$260K +$260K +2,624 New
SXL
455
Summit X LLC
Missouri
$258K +$258K +2,589 New
LS
456
Livforsakringsbolaget Skandia
Sweden
$257K -$297K -3,000 -54%
LCM
457
Logan Capital Management
Pennsylvania
$253K +$253K +2,560 New
RC
458
RegentAtlantic Capital
New Jersey
$249K +$249K +2,510 New
GIA
459
Guyasuta Investment Advisors
Pennsylvania
$248K +$248K +2,500 New
IF
460
IRON Financial
Illinois
$248K +$248K +2,500 New
KIM
461
Karpus Investment Management
New York
$248K +$248K +2,500 New
II
462
Ibex Investors
Colorado
$245K +$245K +2,475 New
HSA
463
HBK Sorce Advisory
Pennsylvania
$245K +$245K +2,477 New
VLC
464
Van Leeuwen & Company
New Jersey
$244K +$244K +2,460 New
PA
465
Profund Advisors
Maryland
$241K +$241K +2,437 New
AWM
466
AE Wealth Management
Kansas
$232K +$232K +2,342 New
BW
467
Bison Wealth
Georgia
$227K +$227K +2,297 New
RJT
468
Raymond James Trust
Florida
$225K +$225K +2,266 New
JWA
469
JFS Wealth Advisors
Pennsylvania
$224K +$198K +2,000 +769%
DC
470
Davenport & Co
Virginia
$223K -$169K -1,707 -43%
AA
471
Apriem Advisors
California
$223K +$144K +1,450 +181%
SFA
472
Sequoia Financial Advisors
Ohio
$223K +$223K +2,254 New
CSS
473
Cubist Systematic Strategies
Connecticut
$218K -$168K -1,700 -44%
LIA
474
LS Investment Advisors
Michigan
$210K -$79.8K -805 -28%
FMT
475
First Mercantile Trust
Tennessee
$208K +$59.4K +600 +40%
17 18
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