XYZ

Block, Inc.

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
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
501
Capital Advisors Ltd
Ohio
$89K
GWS
502
Glassman Wealth Services
Virginia
$81K -$591 -6 -0.7%
FWM
503
Focused Wealth Management
New York
$81K
TC
504
Truvestments Capital
Florida
$81K +$81K +817 New
LWCFA
505
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$73K
WAM
506
Watermark Asset Management
California
$72K
CCA
507
Catalyst Capital Advisors
New York
$70K +$25.3K +256 +57%
EFSCE
508
Enterprise Financial Services Corp (EFSC)
Missouri
$69K
CAPTRUST Financial Advisors
509
CAPTRUST Financial Advisors
North Carolina
$62K -$225K -2,270 -78%
FHB
510
First Hawaiian Bank
Hawaii
$59K +$59K +592 New
EWM
511
Edge Wealth Management
New York
$59K +$59K +600 New
FMII
512
Farmers & Merchants Investments Inc
Nebraska
$50K
SIM
513
Sonora Investment Management
Arizona
$50K
DOA
514
D'Orazio & Associates
Virginia
$50K
GSC
515
G&S Capital
Colorado
$50K
CPA
516
Cowen Prime Advisors
New York
$50K +$50K +500 New
KJWM
517
Kiley Juergens Wealth Management
Washington
$49K
PAMG
518
Patton Albertson Miller Group
Tennessee
$49K +$49K +700 New
Bessemer Group
519
Bessemer Group
New Jersey
$48K +$18.1K +182 +61%
VNA
520
Valley National Advisers
Pennsylvania
$45K +$15K +150 +50%
PFBT
521
Parkside Financial Bank & Trust
Missouri
$44K
WCM
522
Whitener Capital Management
North Carolina
$44K +$44K +450 New
HMS
523
Hanseatic Management Services
New Mexico
$42K
BWP
524
Baldwin Wealth Partners
Massachusetts
$40K +$18.3K +185 +84%
OIA
525
Optimum Investment Advisors
Illinois
$40K +$40K +400 New