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
$240M
3
BCM
Bares Capital Management
Texas
$262M
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
$536M
2
Allianz Asset Management
Allianz Asset Management
Germany
$259M
3
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
$1.16M
4
WRCM
Whale Rock Capital Management
Massachusetts
$52M
5
Renaissance Technologies
Renaissance Technologies
New York
$319K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
726
Avior Wealth Management
Nebraska
$4K +$4K +50 New
SIM
727
Sonora Investment Management
Arizona
$4K +$4K +50 New
POIA
728
Pin Oak Investment Advisors
Texas
$4K +$4K +60 New
MWM
729
Meridian Wealth Management
Kentucky
$3.01K -$384 -530 -11%
TCOV
730
Trust Company of Vermont
Vermont
$3K -$1.63K -26 -35%
TCM
731
Tradewinds Capital Management
Washington
$3K – – –
NCM
732
New Capital Management
Texas
$3K – – –
BSG
733
Black Swift Group
Colorado
$2K – – –
TAIM
734
TD Ameritrade Investment Management
Nebraska
$2K – – –
GFPC
735
Global Financial Private Capital
Florida
$2K +$2K +27 New
FCA
736
FinTrust Capital Advisors
South Carolina
$2K +$2K +28 New
BL
737
Balentine LLC
Georgia
$2K +$2K +31 New
MUAMU
738
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.96K +$1.96K +27,000 New
AIM
739
Anchor Investment Management
South Carolina
$1.81K +$1.81K +25 New
LWA
740
Lenox Wealth Advisors
New York
$1K -$15.2K -198 -94%
BHWM
741
Bay Harbor Wealth Management
Maryland
$1K – – –
CAM
742
ClariVest Asset Management
California
$1K – – –
AC
743
Avestar Capital
New York
$1K – – –
BWL
744
Bogart Wealth LLC
Virginia
$1K – – –
SIS
745
Sound Income Strategies
Florida
$1K – – –
BRWM
746
B. Riley Wealth Management
Tennessee
$833 -$94 -1,292 -10%
GT
747
Glenmede Trust
Pennsylvania
$405 -$53 -730 -12%
W
748
WealthStone
Ohio
$362 +$362 +5 New
UB
749
UMB Bank
Missouri
$247 – – –
WIM
750
Westside Investment Management
California
$68 +$68 +950 New
28 29
30
31 32