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 %
EFSCE
626
Enterprise Financial Services Corp (EFSC)
Missouri
$56K -$798 -11 -1%
CCA
627
Catalyst Capital Advisors
New York
$53K +$18.6K +257 +54%
TAM
628
Tyers Asset Management
Texas
$49K -$153K -2,096 -76%
GEA
629
Glen Eagle Advisors
New Jersey
$46.3K +$14.1K +194 +44%
BWP
630
BSW Wealth Partners
Colorado
$46K +$46K +632 New
GWS
631
Glassman Wealth Services
Virginia
$44K -$15.1K -211 -26%
JCM
632
Jacobi Capital Management
Pennsylvania
$44K – – –
JPLA
633
Joseph P. Lucia & Associates
New York
$44K +$44K +600 New
RCAG
634
Rehmann Capital Advisory Group
Michigan
$43.2K +$580 +8 +1%
IWA
635
IBEX Wealth Advisors
New Jersey
$40K +$40K +564 New
CT
636
Clearstead Trust
Maine
$38K +$10.6K +146 +39%
CBOA
637
Commonwealth Bank of Australia
Australia
$38K +$14.6K +207 +63%
AssetMark Inc
638
AssetMark Inc
California
$38K +$15.3K +211 +68%
CFA
639
Carroll Financial Associates
North Carolina
$37K – – –
BEI
640
Benjamin Edwards Inc
Missouri
$37K +$16.3K +225 +78%
DOA
641
D'Orazio & Associates
Virginia
$36K – – –
JFGIW
642
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$36K – – –
GSC
643
G&S Capital
Colorado
$36K – – –
PCP
644
Proficio Capital Partners
Massachusetts
$33K -$26.1K -364 -44%
VNA
645
Valley National Advisers
Pennsylvania
$33K – – –
LWM
646
Lenox Wealth Management
Ohio
$30K +$6.37K +90 +27%
BCI
647
Brinker Capital Investments
Pennsylvania
$29K -$26K -359 -47%
BWP
648
Baldwin Wealth Partners
Massachusetts
$29K -$734 -10 -2%
PB
649
Pinnacle Bancorp
Nebraska
$29K – – –
CAC
650
Certified Advisory Corp
Florida
$28K – – –
24 25
26
27 28