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 %
TFGT
651
TS Financial Group (TSFG)
Illinois
$27K -$14.6K -200 -35%
CFB
652
Cullen/Frost Bankers
Texas
$27K – – –
PO
653
Private Ocean
California
$27K – – –
LFG
654
Larson Financial Group
Missouri
$27K +$15.3K +213 +131%
Credit Agricole
655
Credit Agricole
France
$26K -$50.6K -700 -66%
FPFS
656
First Personal Financial Services
North Carolina
$26K -$72 -1 -0.3%
FHA
657
First Horizon Advisors
Tennessee
$26K – – –
LA
658
Legacy Advisors
Pennsylvania
$26K – – –
ST
659
Smithfield Trust
Pennsylvania
$25K +$14.7K +200 +143%
ETI
660
Enterprise Trust & Investment
California
$25K +$25K +350 New
TFA
661
Toth Financial Advisory
Virginia
$24K -$526K -7,125 -96%
BCA
662
Berman Capital Advisors
Georgia
$24K -$10.1K -140 -30%
LJHT
663
Laurie J. Hall Trustee
$22K – – –
AF
664
Arrow Financial
New York
$22K – – –
APC
665
Aspire Private Capital
North Carolina
$22K – – –
DWM
666
Doyle Wealth Management
Florida
$22K +$22K +300 New
SWA
667
Sutton Wealth Advisors
Florida
$20.4K -$1.09K -15 -5%
LWANC
668
Laurel Wealth Advisors (North Carolina)
North Carolina
$20K – – –
JWA
669
JFS Wealth Advisors
Pennsylvania
$18K -$21.6K -300 -55%
First Manhattan
670
First Manhattan
New York
$18K – – –
M
671
MOTCO
Texas
$18K +$18K +242 New
TPWA
672
TRUE Private Wealth Advisors
Oregon
$18K +$18K +250 New
TC
673
Truvestments Capital
Florida
$17K – – –
Capstone Investment Advisors
674
Capstone Investment Advisors
New York
$17K +$17K +228 New
CB
675
CNB Bank
Pennsylvania
$17K +$17K +236 New
25 26
27
28 29