XYZ

Block, Inc.
XYZ

Overview Fund Activity

783 hedge funds and large institutions have $16B invested in Block, Inc. in 2019 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 230 increasing their positions, 260 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+89
Holders Change %
+12.82%
% of All Funds
15.46%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.47%
New
169
Increased
230
Reduced
260
Closed
67
Calls
$1.24B
Puts
$2.69B
Net Calls
-$1.45B
Net Calls Change
+$296M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$515M
2
Morgan Stanley
Morgan Stanley
New York
+$178M
3
HCM
HMI Capital Management
California
+$85.6M
4
FCM
Frontier Capital Management
Massachusetts
+$72.6M
5
Holocene Advisors
Holocene Advisors
New York
+$64.4M

Top Sellers

1
Coatue Management
Coatue Management
New York
-$195M
2
Jennison Associates
Jennison Associates
New York
-$162M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$146M
4
Goldman Sachs
Goldman Sachs
New York
-$131M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$79.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
526
Ausdal Financial Partners
Iowa
$300K -$51K -670 -15%
Mackenzie Financial
527
Mackenzie Financial
Ontario, Canada
$297K +$297K +4,743 New
KWM
528
Kingsview Wealth Management
Oregon
$293K +$293K +4,676 New
ACI
529
Alpha Cubed Investments
California
$292K +$14.2K +227 +5%
DAS
530
Dynamic Advisor Solutions
Arizona
$290K -$438 -7 -0.2%
CTC
531
Central Trust Company
Missouri
$286K -$39.3K -628 -12%
IWM
532
IHT Wealth Management
Illinois
$283K -$49.2K -786 -15%
MGAM
533
McGowan Group Asset Management
Texas
$283K – – –
KLCM
534
KG&L Capital Management
Louisiana
$282K +$40.9K +656 +17%
CAG
535
Crestwood Advisors Group
Massachusetts
$280K -$9.39K -150 -3%
TCM
536
Teza Capital Management
Illinois
$277K +$277K +4,427 New
CAGAS
537
Capital Advisory Group Advisory Services
Minnesota
$276K +$210K +3,342 +318%
FANJ
538
Financial Architects (New Jersey)
New Jersey
$275K -$4.88K -78 -2%
MA
539
MANA Advisors
New York
$274K +$274K +4,375 New
FA
540
FCG Advisors
New Jersey
$272K +$2.51K +40 +0.9%
PCM
541
Penserra Capital Management
California
$271K -$29.5K -475 -10%
CIBC Private Wealth Group
542
CIBC Private Wealth Group
Georgia
$270K – – –
WWM
543
WT Wealth Management
Arizona
$270K +$17.5K +280 +7%
NCM
544
Next Capital Management
New York
$269K – – –
GAM
545
Griffin Asset Management
New York
$266K +$63.3K +1,014 +31%
GAMC
546
Garner Asset Management Corp
Texas
$264K – – –
CI
547
Cigna Investments
Connecticut
$263K -$9.92K -133 -4%
PWM
548
Perigon Wealth Management
California
$263K +$263K +4,203 New
NFG
549
Next Financial Group
Texas
$257K -$57.4K -917 -18%
RIA
550
Regal Investment Advisors
Michigan
$255K -$7.77K -124 -3%
20 21
22
23 24