XYZ

Block, Inc.

655 hedge funds and large institutions have $12.3B invested in Block, Inc. in 2018 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 233 increasing their positions, 190 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
655
Holders Change
+57
Holders Change %
+9.53%
% of All Funds
14.62%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.69%
New
175
Increased
233
Reduced
190
Closed
113
Calls
$1.43B
Puts
$2.73B
Net Calls
-$1.3B
Net Calls Change
+$590M
Name Holding Trade Value Shares
Change
Shares
Change %
IIM
526
Ipswich Investment Management
Massachusetts
$48K +$48K +860 New
Bessemer Group
527
Bessemer Group
New Jersey
$47K +$19.8K +352 +73%
CIAS
528
Capital Investment Advisory Services
North Carolina
$47K +$47K +836 New
GWS
529
Glassman Wealth Services
Virginia
$46K -$112 -2 -0.2%
EFSCE
530
Enterprise Financial Services Corp (EFSC)
Missouri
$45K +$6.09K +109 +16%
CAGAS
531
Capital Advisory Group Advisory Services
Minnesota
$42K +$40.1K +692 +2,097%
WAM
532
Watermark Asset Management
California
$41K
BOPW
533
Brandywine Oak Private Wealth
Pennsylvania
$40K +$40K +725 New
WCM
534
Whitener Capital Management
North Carolina
$39K +$13.9K +250 +56%
RE
535
RBC Europe
United Kingdom
$37.3K -$77.9K -1,389 -68%
CAM
536
Cresset Asset Management
Illinois
$35K +$35K +624 New
EDRH
537
Edmond de Rothschild Holding
Switzerland
$34K -$231K -4,070 -87%
JCM
538
Jacobi Capital Management
Pennsylvania
$34K -$26.9K -475 -44%
TRCT
539
Tower Research Capital (TRC)
New York
$33K -$28.8K -516 -47%
RCAG
540
Rehmann Capital Advisory Group
Michigan
$33K +$13.6K +243 +70%
WEC
541
Winslow Evans & Crocker
Massachusetts
$32K -$359K -6,176 -92%
CCA
542
Catalyst Capital Advisors
New York
$32K -$7.4K -133 -19%
JWA
543
JFS Wealth Advisors
Pennsylvania
$31K -$96.4K -1,710 -76%
RFM
544
Royal Fund Management
Florida
$31K +$22.7K +412 +275%
TWA
545
TCI Wealth Advisors
Arizona
$29K +$18.3K +331 +172%
DWM
546
Doyle Wealth Management
Florida
$29K +$29K +525 New
CAPTRUST Financial Advisors
547
CAPTRUST Financial Advisors
North Carolina
$28K -$7K -125 -20%
DOA
548
D'Orazio & Associates
Virginia
$28K
GSC
549
G&S Capital
Colorado
$28K
JFGIW
550
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28K +$28K +500 New