XYZ

Block, Inc.
XYZ

Overview Fund Activity

694 hedge funds and large institutions have $15.6B invested in Block, Inc. in 2019 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 291 increasing their positions, 214 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
-59
Holders Change %
-7.84%
% of All Funds
15.24%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.51%
New
78
Increased
291
Reduced
214
Closed
134
Calls
$1.16B
Puts
$2.9B
Net Calls
-$1.74B
Net Calls Change
-$524M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$457M
2
Capital World Investors
Capital World Investors
California
+$442M
3
LPC
Lone Pine Capital
Connecticut
+$291M
4
Citadel Advisors
Citadel Advisors
Florida
+$155M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$115M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$366M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$238M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$201M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$173M
5
MCMC
Matrix Capital Management Company
New Hampshire
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
FVWA
476
Foster Victor Wealth Advisors
South Carolina
$304K +$22.5K +362 +8%
BIM
477
Bridges Investment Management
Nebraska
$304K +$84.9K +1,370 +39%
BWCS
478
Beirne Wealth Consulting Services
Connecticut
$301K +$68.3K +1,102 +29%
SS
479
Simplicity Solutions
Minnesota
$300K +$18.1K +292 +6%
PA
480
Pinnacle Associates
New York
$300K +$81.6K +1,315 +37%
PMG
481
ProVise Management Group
Florida
$300K +$300K +4,845 New
WCWM
482
Willow Creek Wealth Management
California
$298K – – –
PCM
483
Penserra Capital Management
California
$298K +$64.9K +1,053 +28%
DAS
484
Dynamic Advisor Solutions
Arizona
$288K +$87.5K +1,410 +44%
CAG
485
Crestwood Advisors Group
Massachusetts
$287K +$287K +4,625 New
AFP
486
Ausdal Financial Partners
Iowa
$285K +$285K +4,608 New
AC
487
Avestar Capital
New York
$284K +$282K +4,550 +14,677%
Squarepoint
488
Squarepoint
New York
$283K -$8.83M -142,504 -97%
PP
489
PagnatoKarp Partners
Virginia
$283K +$25.2K +407 +10%
Koshinski Asset Management
490
Koshinski Asset Management
Illinois
$283K +$283K +4,561 New
MGAM
491
McGowan Group Asset Management
Texas
$280K – – –
FANJ
492
Financial Architects (New Jersey)
New Jersey
$277K -$36.7K -594 -12%
CA
493
Calton & Associates
Florida
$277K +$46K +743 +20%
ACI
494
Alpha Cubed Investments
California
$275K -$928 -15 -0.3%
FMT
495
First Mercantile Trust
Tennessee
$269K -$15.5K -250 -5%
CIBC Private Wealth Group
496
CIBC Private Wealth Group
Georgia
$267K +$6.19K +100 +2%
NCM
497
Next Capital Management
New York
$266K -$15.6K -252 -6%
FA
498
FCG Advisors
New Jersey
$266K – – –
RIM
499
Redpoint Investment Management
Australia
$264K -$3.85K -62 -1%
GAMC
500
Garner Asset Management Corp
Texas
$262K -$7.75K -125 -3%
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