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 %
FGAM
676
Financial Gravity Asset Management
Texas
$15K – – –
DSC
677
Duncker Streett & Co
Missouri
$15K – – –
FMP
678
Financial Management Professionals
Texas
$15K – – –
HRC
679
Hoertkorn Richard Charles
$15K – – –
AIS
680
Accurate Investment Solutions
Pennsylvania
$15K – – –
OC
681
Oakworth Capital
Alabama
$15K +$13.5K +192 +914%
PGAM
682
Princeton Global Asset Management
New Jersey
$15K +$15K +200 New
HPC
683
HM Payson & Co
Maine
$15K +$15K +200 New
EARNEST Partners
684
EARNEST Partners
Georgia
$13K – – –
LWM
685
Liberty Wealth Management
California
$13K – – –
TWA
686
TCI Wealth Advisors
Arizona
$13K +$292 +4 +2%
CAW
687
Cornerstone Advisors (Washington)
Washington
$13K +$3.74K +52 +40%
RFM
688
Royal Fund Management
Florida
$12K -$27.2K -390 -69%
CFD
689
Creative Financial Designs
Indiana
$12K -$7.5K -100 -38%
WB
690
Webster Bank
Connecticut
$12K – – –
MAM
691
Meeder Asset Management
Ohio
$12K +$12K +160 New
AIM
692
Advantage Investment Management
Iowa
$11K -$6.28K -85 -36%
ZB
693
Zions Bancorporation
Utah
$11K -$1.1K -15 -9%
CBT
694
Capital Bank & Trust
California
$11K – – –
EWM
695
Elmwood Wealth Management
California
$11K – – –
SBL
696
Sargent Bickham Lagudis
Colorado
$10K – – –
TRCT
697
Tower Research Capital (TRC)
New York
$10K +$1.06K +15 +12%
MPWT
698
MassMutual Private Wealth & Trust
Connecticut
$10K +$2.91K +41 +41%
DWM
699
Destination Wealth Management
California
$9K – – –
WCG
700
Weaver Consulting Group
California
$9K – – –
26 27
28
29 30