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 %
CA
576
Clearstead Advisors
Ohio
$213K +$213K +2,932 New
PWM
577
Perigon Wealth Management
California
$210K -$1.96K -27 -0.9%
FMLI
578
Fukoku Mutual Life Insurance
Japan
$210K +$36.2K +500 +21%
TIS
579
Tortoise Index Solutions
Kansas
$207K +$34.2K +472 +20%
AIM
580
Axiom Investment Management
New York
$206K +$206K +2,858 New
AR
581
Advisory Research
Illinois
$203K -$374K -5,163 -65%
BW
582
Bison Wealth
Georgia
$203K +$5.59K +77 +3%
GIM
583
Grassi Investment Management
California
$203K +$203K +2,800 New
AA
584
Apriem Advisors
California
$201K -$30.8K -425 -13%
CLOS
585
Compagnie Lombard Odier SCmA
Switzerland
$192K +$72.4K +1,000 +61%
BSPF
586
British Steel Pension Fund
United Kingdom
$191K -$209K -2,873 -52%
CF
587
Centaurus Financial
California
$190K +$177K +2,446 +1,359%
FDCDDQ
588
Federation des caisses Desjardins du Quebec
Quebec, Canada
$178K +$22K +303 +14%
HNB
589
Huntington National Bank
Ohio
$167K +$2.98K +41 +2%
LC
590
Lindbrook Capital
California
$165K – – –
SF
591
Synovus Financial
Georgia
$146K – – –
KPCM
592
Kings Point Capital Management
New York
$136K – – –
LIA
593
LS Investment Advisors
Michigan
$136K – – –
AF
594
Allworth Financial
California
$129K – – –
S
595
Seeyond
France
$128K -$575K -7,910 -82%
PFGIA
596
Patriot Financial Group Insurance Agency
Massachusetts
$126K -$23.6K -320 -16%
RWA
597
Redhawk Wealth Advisors
Minnesota
$125K +$125K +1,720 New
KTC
598
Kistler-Tiffany Companies
Pennsylvania
$124K +$111K +1,535 +877%
EWA
599
Evolution Wealth Advisors
Florida
$113K -$7.62K -105 -6%
HIIFS
600
Harel Insurance Investments & Financial Services
Israel
$109K +$72.7K +1,000 +200%
22 23
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