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 %
LSPW
501
Lake Street Private Wealth
Illinois
$261K +$261K +4,215 New
RIA
502
Regal Investment Advisors
Michigan
$260K -$99.6K -1,606 -28%
MOACM
503
Mutual of America Capital Management
New York
$259K – – –
FCI
504
Financial Counselors Inc
Kansas
$256K -$625K -10,085 -71%
TFS
505
TrustCore Financial Services
Tennessee
$255K +$12.4K +200 +5%
SCM
506
Schnieders Capital Management
California
$252K +$27.6K +445 +12%
WAM
507
Wealthspire Advisors (Maryland)
Maryland
$251K -$89.4K -1,446 -26%
TAM
508
Tyers Asset Management
Texas
$251K +$209K +3,376 +502%
WWM
509
WT Wealth Management
Arizona
$250K +$250K +4,049 New
LCAM
510
London & Capital Asset Management
United Kingdom
$248K +$248K +4,000 New
KCM
511
Karp Capital Management
California
$248K +$248K +4,007 New
JRP
512
Jasper Ridge Partners
California
$246K – – –
HKAM
513
Horizon Kinetics Asset Management
New York
$245K -$25.6K -414 -9%
WMA
514
Wealth Management Associates
New Jersey
$242K +$242K +3,908 New
CWM
515
Cornerstone Wealth Management
Missouri
$242K -$2.72K -44 -1%
IWC
516
Integrated Wealth Concepts
Massachusetts
$241K -$16.5K -266 -6%
GG
517
Gofen & Glossberg
Illinois
$240K – – –
KLCM
518
KG&L Capital Management
Louisiana
$239K -$114K -1,837 -32%
DADC
519
D.A. Davidson & Co
Montana
$238K -$39.6K -639 -14%
SA
520
Strategic Advisors
New York
$238K +$3.1K +50 +1%
SCP
521
Stamos Capital Partners
California
$237K -$184K -2,968 -44%
SO
522
STRS Ohio
Ohio
$237K – – –
QI
523
QS Investors
New York
$230K – – –
LS
524
Livforsakringsbolaget Skandia
Sweden
$229K – – –
BS
525
Banco Santander
Spain
$227K +$227K +3,670 New
19 20
21
22 23