XYZ

Block, Inc.
XYZ

Overview Fund Activity

753 hedge funds and large institutions have $17.6B invested in Block, Inc. in 2019 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 299 increasing their positions, 228 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
-2
Holders Change %
-0.26%
% of All Funds
16.38%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.65%
New
101
Increased
299
Reduced
228
Closed
96
Calls
$1.16B
Puts
$2.38B
Net Calls
-$1.22B
Net Calls Change
-$70.3M

Top Buyers

1
Coatue Management
Coatue Management
New York
+$319M
2
LPC
Lone Pine Capital
Connecticut
+$232M
3
BCM
Bares Capital Management
Texas
+$221M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$205M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$193M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$302M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$137M
3
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
-$126M
4
WRCM
Whale Rock Capital Management
Massachusetts
-$110M
5
Renaissance Technologies
Renaissance Technologies
New York
-$83.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
526
PagnatoKarp Partners
Virginia
$302K +$22.4K +309 +8%
Mariner
527
Mariner
Kansas
$302K +$95.6K +1,320 +46%
Mercer Global Advisors
528
Mercer Global Advisors
Colorado
$297K -$41.1K -567 -12%
CAN
529
Claraphi Advisory Network
United States
$293K +$293K +4,043 New
TSW
530
Thompson Siegel & Walmsley
Virginia
$290K -$109K -1,500 -27%
NWS
531
Newport Wealth Strategies
California
$290K -$48.5K -600 -14%
DIA
532
Dana Investment Advisors
Wisconsin
$288K -$57.9K -798 -17%
CWM
533
Cornerstone Wealth Management
Missouri
$288K +$44.3K +608 +18%
JRP
534
Jasper Ridge Partners
California
$287K – – –
FI
535
FormulaFolio Investments
Michigan
$286K +$71.4K +985 +33%
IWC
536
Integrated Wealth Concepts
Massachusetts
$285K +$285K +4,157 New
CI
537
Cigna Investments
Connecticut
$284K +$27.9K +346 +11%
TFS
538
TrustCore Financial Services
Tennessee
$284K +$36.3K +500 +15%
FRM
539
Fox Run Management
Connecticut
$284K +$284K +3,917 New
GG
540
Gofen & Glossberg
Illinois
$281K – – –
PHK
541
Point72 Hong Kong
Hong Kong
$280K +$280K +3,865 New
SO
542
STRS Ohio
Ohio
$277K -$166K -2,299 -38%
SA
543
Strategic Advisors
New York
$275K +$5.44K +75 +2%
TI
544
TTP Investments
California
$274K +$34.3K +473 +14%
PCM
545
Penserra Capital Management
California
$273K +$74.1K +1,028 +37%
BWCS
546
Beirne Wealth Consulting Services
Connecticut
$272K +$272K +3,754 New
CFGS
547
Concourse Financial Group Securities
Alabama
$271K -$3.62K -50 -1%
CA
548
Calton & Associates
Florida
$270K -$90.5K -1,250 -25%
QI
549
QS Investors
New York
$269K – – –
SAM
550
Sompo Asset Management
Japan
$269K +$269K +3,710 New
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