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 %
GLA
576
Great Lakes Advisors
Illinois
$216K -$146K -2,333 -40%
SMC
577
Smith, Moore & Co
Missouri
$216K -$1.88K -30 -0.9%
CAAS
578
Capital Asset Advisory Services
Michigan
$215K +$215K +2,695 New
MA
579
Mutual Advisors
Nebraska
$215K +$215K +3,444 New
TFS
580
TrustCore Financial Services
Tennessee
$214K -$43.8K -700 -17%
TEC
581
Tiger Eye Capital
Tennessee
$214K – – –
DA
582
DSC Advisors
Illinois
$214K +$214K +3,427 New
FMLI
583
Fukoku Mutual Life Insurance
Japan
$213K -$251K -4,000 -54%
UB
584
UMB Bank
Missouri
$213K – – –
MIH
585
Meitav Investment House
Israel
$213K +$213K +3,412 New
OIA
586
OneDigital Investment Advisors
Kansas
$211K -$6.24K -100 -3%
SIC
587
SFE Investment Counsel
California
$209K +$209K +3,335 New
BW
588
Bison Wealth
Georgia
$206K +$206K +3,285 New
HWM
589
Howard Wealth Management
Connecticut
$206K +$206K +3,305 New
PAM
590
Panagora Asset Management
Massachusetts
$205K – – –
BS
591
Banco Santander
Spain
$204K -$25.5K -408 -11%
LOAME
592
Lombard Odier Asset Management (Europe)
United Kingdom
$204K – – –
RCM
593
RB Capital Management
Nevada
$201K +$201K +3,190 New
RWB
594
RMR Wealth Builders
New Jersey
$201K +$201K +3,214 New
MCM
595
Manchester Capital Management
Vermont
$188K +$188K +3,000 New
FWM
596
Focused Wealth Management
New York
$178K +$103K +1,648 +138%
CF
597
Centaurus Financial
California
$167K +$167K +2,663 New
PCIA
598
Prime Capital Investment Advisors
Kansas
$165K +$56.3K +900 +52%
KTC
599
Kistler-Tiffany Companies
Pennsylvania
$164K – – –
AIC
600
Ameritas Investment Company
Nebraska
$159K -$4.96K -79 -3%
22 23
24
25 26