XYZ

Block, Inc.
XYZ

Overview Fund Activity

755 hedge funds and large institutions have $16.7B invested in Block, Inc. in 2019 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 282 increasing their positions, 202 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+100
Holders Change %
+15.27%
% of All Funds
16.37%
Holding in Top 10
31
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
173
Increased
282
Reduced
202
Closed
66
Calls
$1.09B
Puts
$2.24B
Net Calls
-$1.15B
Net Calls Change
+$149M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$410M
2
Morgan Stanley
Morgan Stanley
New York
+$240M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$206M
4
JCAM
Jericho Capital Asset Management
New York
+$123M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$83.9M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$438M
2
Fidelity International
Fidelity International
Bermuda
-$84.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$78.9M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$72.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$69.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
501
Dana Investment Advisors
Wisconsin
$357K +$357K +4,766 New
MWM
502
Meridian Wealth Management
Kentucky
$351K +$14.9K +199 +4%
Mercer Global Advisors
503
Mercer Global Advisors
Colorado
$350K +$350K +4,665 New
MIG
504
McGuire Investment Group
Rhode Island
$349K +$15K +200 +4%
PAM
505
Panagora Asset Management
Massachusetts
$348K +$210K +2,802 +152%
GLA
506
Good Life Advisors
Pennsylvania
$343K +$343K +4,487 New
HH
507
Hilltop Holdings
Texas
$343K +$343K +4,585 New
ACM
508
Allred Capital Management
Texas
$342K +$1.36K +18 +0.4%
FVWA
509
Foster Victor Wealth Advisors
South Carolina
$339K +$113K +1,500 +50%
MHS
510
M Holdings Securities
Oregon
$338K +$70.8K +946 +26%
FWM
511
Frontier Wealth Management
Missouri
$337K – – –
SLG
512
Stanley-Laman Group
Pennsylvania
$336K +$336K +4,489 New
ACI
513
Alpha Cubed Investments
California
$336K +$336K +4,491 New
IRF
514
IBM Retirement Fund
New York
$334K – – –
GAMC
515
Garner Asset Management Corp
Texas
$333K -$449 -6 -0.1%
PPP
516
Private Portfolio Partners
New Jersey
$328K +$15.1K +202 +5%
NWS
517
Newport Wealth Strategies
California
$323K +$323K +4,190 New
FA
518
FCG Advisors
New Jersey
$322K -$225 -3 -0.1%
NCM
519
Next Capital Management
New York
$322K – – –
H
520
HoyleCohen
California
$322K +$322K +4,300 New
PAM
521
Private Asset Management
California
$316K -$74.9K -1,000 -19%
DADC
522
D.A. Davidson & Co
Montana
$316K -$15.3K -225 -5%
SCM
523
Schnieders Capital Management
California
$316K +$316K +4,220 New
PCA
524
Personal Capital Advisors
California
$314K +$314K +4,191 New
GWM
525
Geneos Wealth Management
Colorado
$307K -$81.4K -1,090 -21%
19 20
21
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