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
$621M
2
Capital World Investors
Capital World Investors
California
$592M
3
LPC
Lone Pine Capital
Connecticut
$496M
4
Citadel Advisors
Citadel Advisors
Florida
$211M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$294M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$524M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$498M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$69.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$129M
5
MCMC
Matrix Capital Management Company
New Hampshire
$5.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
801
Proficio Capital Partners
Massachusetts
– -$33K -460 Closed
LWM
802
Lenox Wealth Management
Ohio
– -$30K -424 Closed
TFGT
803
TS Financial Group (TSFG)
Illinois
– -$27K -370 Closed
FPFS
804
First Personal Financial Services
North Carolina
– -$26K -360 Closed
LA
805
Legacy Advisors
Pennsylvania
– -$26K -360 Closed
DWM
806
Doyle Wealth Management
Florida
– -$22K -300 Closed
TPWA
807
TRUE Private Wealth Advisors
Oregon
– -$18K -250 Closed
FMP
808
Financial Management Professionals
Texas
– -$15K -211 Closed
DSC
809
Duncker Streett & Co
Missouri
– -$15K -200 Closed
PGAM
810
Princeton Global Asset Management
New Jersey
– -$15K -200 Closed
DWM
811
Destination Wealth Management
California
– -$9K -125 Closed
AWM
812
Arbor Wealth Management
Florida
– -$4K -100 Closed
TNBTD
813
Trustmark National Bank Trust Department
Mississippi
– -$7K -99 Closed
PFBT
814
Parkside Financial Bank & Trust
Missouri
– -$6K -83 Closed
CCM
815
Cribstone Capital Management
Maine
– -$5K -75 Closed
AOWM
816
Alpha Omega Wealth Management
Virginia
– -$5K -73 Closed
PCMK
817
Paragon Capital Management (Kansas)
Kansas
– -$5K -67 Closed
AWM
818
Avior Wealth Management
Nebraska
– -$4K -50 Closed
TCM
819
Tradewinds Capital Management
Washington
– -$3K -35 Closed
GFPC
820
Global Financial Private Capital
Florida
– -$2K -27 Closed
TAIM
821
TD Ameritrade Investment Management
Nebraska
– -$2K -21 Closed
BWL
822
Bogart Wealth LLC
Virginia
– -$1K -20 Closed
W
823
WealthStone
Ohio
– -$362 -5 Closed
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