XYZ

Block, Inc.
XYZ

Overview Fund Activity

694 hedge funds and large institutions have $15.6B invested in Block, Inc. in 2019 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 291 increasing their positions, 214 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
694
Holders Change
-59
Holders Change %
-7.84%
% of All Funds
15.24%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.51%
New
78
Increased
291
Reduced
214
Closed
134
Calls
$1.16B
Puts
$2.9B
Net Calls
-$1.74B
Net Calls Change
-$524M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$457M
2
Capital World Investors
Capital World Investors
California
+$442M
3
LPC
Lone Pine Capital
Connecticut
+$291M
4
Citadel Advisors
Citadel Advisors
Florida
+$155M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$115M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$366M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$238M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$201M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$173M
5
MCMC
Matrix Capital Management Company
New Hampshire
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
626
Gemmer Asset Management
California
$15K +$12K +200 +400%
AIM
627
Advantage Investment Management
Iowa
$14K +$5.09K +85 +57%
HRC
628
Hoertkorn Richard Charles
$13K – – –
CAW
629
Cornerstone Advisors (Washington)
Washington
$13K +$1.47K +23 +13%
QCG
630
Quadrant Capital Group
Ohio
$13K +$6.87K +129 +112%
FGAM
631
Financial Gravity Asset Management
Texas
$12K – – –
HPC
632
HM Payson & Co
Maine
$12K – – –
AIS
633
Accurate Investment Solutions
Pennsylvania
$12K – – –
EARNEST Partners
634
EARNEST Partners
Georgia
$12K – – –
IRC
635
Investors Research Corp
Georgia
$12K +$12K +191 New
FPB
636
First PREMIER Bank
South Dakota
$12K +$12K +200 New
TWA
637
TCI Wealth Advisors
Arizona
$11K -$253 -4 -2%
CBT
638
Capital Bank & Trust
California
$10K – – –
WCG
639
Weaver Consulting Group
California
$10K – – –
WB
640
Webster Bank
Connecticut
$10K – – –
MAM
641
Meeder Asset Management
Ohio
$10K +$123 +2 +1%
TWM
642
TLW Wealth Management
Florida
$10K +$10K +164 New
HFM
643
Harvest Fund Management
China
$9K -$262K -4,306 -97%
EWM
644
Elmwood Wealth Management
California
$9K – – –
MPWT
645
MassMutual Private Wealth & Trust
Connecticut
$9K – – –
SBL
646
Sargent Bickham Lagudis
Colorado
$8K – – –
CFD
647
Creative Financial Designs
Indiana
$7K -$3.18K -50 -31%
ZB
648
Zions Bancorporation
Utah
$7K -$2.21K -36 -24%
BAMG
649
Brand Asset Management Group
Missouri
$7K – – –
SIAS
650
Shine Investment Advisory Services
Colorado
$7K +$4.08K +70 +140%
24 25
26
27 28