XYZ

Block, Inc.
XYZ

Overview Fund Activity

783 hedge funds and large institutions have $16B invested in Block, Inc. in 2019 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 230 increasing their positions, 260 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+89
Holders Change %
+12.82%
% of All Funds
15.46%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.47%
New
169
Increased
230
Reduced
260
Closed
67
Calls
$1.24B
Puts
$2.69B
Net Calls
-$1.45B
Net Calls Change
+$296M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.11B
2
Morgan Stanley
Morgan Stanley
New York
$610M
3
HCM
HMI Capital Management
California
$85.6M
4
FCM
Frontier Capital Management
Massachusetts
$72.6M
5
Holocene Advisors
Holocene Advisors
New York
$84.8M

Top Sellers

1
Coatue Management
Coatue Management
New York
$180M
2
Jennison Associates
Jennison Associates
New York
$367M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$57.7M
4
Goldman Sachs
Goldman Sachs
New York
$149M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
751
New Capital Management
Texas
$3K – – –
LWM
752
Liberty Wealth Management
California
$3K – – –
FPS
753
Fieldpoint Private Securities
Connecticut
$3K +$540 +9 +22%
KPW
754
Kore Private Wealth
New York
$3K +$3K +42 New
BWM
755
BerganKDV Wealth Management
Minnesota
$3K +$3K +48 New
TA
756
TFG Advisers
Michigan
$3K +$3K +50 New
BWA
757
Burt Wealth Advisors
Maryland
$3K +$3K +50 New
JFA
758
JNBA Financial Advisors
Minnesota
$2K – – –
BSG
759
Black Swift Group
Colorado
$2K – – –
RFM
760
Royal Fund Management
Florida
$2K +$1.06K +25 +114%
OSAM
761
O'Shaughnessy Asset Management
Connecticut
$2K +$2K +27 New
CCM
762
Cribstone Capital Management
Maine
$2K +$2K +29 New
WCM
763
Wealthcare Capital Management
Virginia
$2K +$2K +36 New
EWP
764
Engrave Wealth Partners
Texas
$2K +$2K +39 New
AA
765
Advisory Alpha
Michigan
$1.79K – – –
HFM
766
Harvest Fund Management
China
$1K -$10.4K -135 -91%
BCH
767
Berkshire Capital Holdings
California
$1K – – –
SIM
768
Sonora Investment Management
Arizona
$1K – – –
RMC
769
Resources Management Corp
Connecticut
$1K – – –
SIS
770
Sound Income Strategies
Florida
$1K – – –
BHWM
771
Bay Harbor Wealth Management
Maryland
$1K +$294 +5 +42%
CP
772
Corbenic Partners
Pennsylvania
$1K +$1K +11 New
PC
773
Permanens Capital
New York
$1K +$1K +12 New
VRM
774
Vectors Research Management
New York
$1K +$1K +14 New
DI
775
Disciplined Investments
Oklahoma
$1K +$1K +15 New
29 30
31
32 33