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 %
Adage Capital Partners
601
Adage Capital Partners
Massachusetts
– -$3.08M -50,000 Closed
CIC
602
Carnegie Investment Counsel
Ohio
– -$3.16M -42,100 Closed
NIT
603
NumerixS Investment Technologies
British Columbia, Canada
– -$2.4M -39,000 Closed
AI
604
Alphabet Inc
California
– -$1.81M -29,400 Closed
SCA
605
Secor Capital Advisors
New York
– -$1.56M -25,299 Closed
BF
606
BOK Financial
Oklahoma
– -$1.19M -19,311 Closed
RA
607
Royce & Associates
New York
– -$925K -15,000 Closed
MSU
608
Mizuho Securities USA
New York
– -$925K -15,000 Closed
XS
609
XR Securities
Illinois
– -$772K -12,531 Closed
EIM
610
Essex Investment Management
Massachusetts
– -$728K -11,805 Closed
TCM
611
Teza Capital Management
Illinois
– -$625K -10,138 Closed
JGC
612
J. Goldman & Co
New York
– -$439K -7,120 Closed
GH
613
GAM Holding
Switzerland
– -$407K -6,600 Closed
JCP
614
Jabre Capital Partners
Switzerland
– -$339K -5,500 Closed
NFG
615
Nations Financial Group
Iowa
– -$327K -5,300 Closed
PCM
616
Prelude Capital Management
New York
– -$323K -5,235 Closed
BRF
617
B. Riley Financial
California
– -$307K -4,740 Closed
CIAS
618
Capital Investment Advisory Services
North Carolina
– -$290K -4,700 Closed
PWPS
619
Pinnacle Wealth Planning Services
Ohio
– -$283K -4,595 Closed
FNBT
620
FineMark National Bank & Trust
Florida
– -$255K -4,136 Closed
GIPM
621
G2 Investment Partners Management
New York
– -$244K -3,963 Closed
AIM
622
Assured Investment Management
New York
– -$224K -3,633 Closed
EWM
623
Endurance Wealth Management
Rhode Island
– -$123K -2,000 Closed
Envestnet Asset Management
624
Envestnet Asset Management
Illinois
– -$113K -1,834 Closed
WT
625
Washington Trust
Rhode Island
– -$62K -1,000 Closed
22 23 24
25
26