XYZ

Block, Inc.
XYZ

Overview Fund Activity

598 hedge funds and large institutions have $19.9B invested in Block, Inc. in 2018 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 221 increasing their positions, 191 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
598
Holders Change
+66
Holders Change %
+12.41%
% of All Funds
13.69%
Holding in Top 10
29
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+52.63%
% of All Funds
0.66%
New
116
Increased
221
Reduced
191
Closed
47
Calls
$1.37B
Puts
$3.26B
Net Calls
-$1.89B
Net Calls Change
-$980M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.06B
2
Two Sigma Advisers
Two Sigma Advisers
New York
$230M
3
BlackRock
BlackRock
New York
$1.63B
4
Fidelity International
Fidelity International
Bermuda
$294M
5
Goldman Sachs
Goldman Sachs
New York
$411M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.21B
2
Allianz Asset Management
Allianz Asset Management
Germany
$350M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$78.8M
4
LPC
Lone Pine Capital
Connecticut
$0
5
Bank of New York Mellon
Bank of New York Mellon
New York
$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRS
576
Pinkerton Retirement Specialists
Idaho
$10K +$10K +100 New
BCI
577
Brinker Capital Investments
Pennsylvania
$10K +$10K +100 New
VCM
578
Versant Capital Management
Arizona
$10K +$10K +105 New
ADL
579
Asset Dedication LLC
California
$8K – – –
MA
580
MCF Advisors
Kentucky
$8K – – –
CWSR
581
Chessman Wealth Strategies RIA
Texas
$8K +$8K +79 New
TL
582
TrueWealth LLC
Georgia
$5K – – –
BA
583
Ballew Advisors
Mississippi
$3K -$14K -200 -82%
Lazard Asset Management
584
Lazard Asset Management
New York
$3K -$3.64K -40 -55%
PG
585
Patten Group
Tennessee
$3K – – –
BWL
586
Bogart Wealth LLC
Virginia
$3K – – –
AC
587
Avestar Capital
New York
$3K +$500 +7 +20%
BAMG
588
Brand Asset Management Group
Missouri
$3K +$3K +31 New
CAGAS
589
Capital Advisory Group Advisory Services
Minnesota
$3K +$3K +33 New
HLA
590
Hamilton Lane Advisors
Pennsylvania
$2K -$1.95K -20,000 -49%
MCM
591
Manchester Capital Management
Vermont
$2K – – –
TFO
592
Tarbox Family Office
California
$2K +$2K +21 New
QCG
593
Quadrant Capital Group
Ohio
$2K +$2K +30 New
SIS
594
Sound Income Strategies
Florida
$1K – – –
WA
595
WealthTrust-Arizona
Arizona
$1K – – –
CF
596
Centaurus Financial
California
$178 -$145K -1,624 -100%
LPC
597
Lone Pine Capital
Connecticut
– -$166M -2,694,573 Closed
Arrowstreet Capital
598
Arrowstreet Capital
Massachusetts
– -$39.4M -639,755 Closed
DFO
599
Duquesne Family Office
New York
– -$15.2M -247,000 Closed
TC
600
Tairen Capital
Hong Kong
– -$3.08M -50,000 Closed
22 23
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