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 %
LCAM
801
Lee Capital Asset Management
New York
– -$1.4M -22,579 Closed
PP
802
Prudential plc
United Kingdom
– -$1.32M -21,263 Closed
CFG
803
CMC Financial Group
Georgia
– -$1.26M -20,267 Closed
CC
804
Caldera Capital
Texas
– -$1.05M -16,900 Closed
TC
805
Telemus Capital
Michigan
– -$1.03M -16,610 Closed
EMG
806
Ellington Management Group
Connecticut
– -$985K -15,900 Closed
CAM
807
Concorde Asset Management
Michigan
– -$924K -14,918 Closed
AI
808
Alphabet Inc
California
– -$765K -12,342 Closed
BJL
809
Brighton Jones LLC
Washington
– -$544K -8,778 Closed
AFA
810
Arlington Financial Advisors
California
– -$505K -8,150 Closed
SIP
811
Stoneridge Investment Partners
Pennsylvania
– -$492K -7,947 Closed
BRWM
812
B. Riley Wealth Management
Tennessee
– -$486K -7,846 Closed
AWCI
813
Alpine Woods Capital Investors
New York
– -$471K -7,600 Closed
MTIM
814
Marathon Trading Investment Management
Pennsylvania
– -$462K -7,460 Closed
Lazard Asset Management
815
Lazard Asset Management
New York
– -$346K -5,596 Closed
EPA
816
Element Pointe Advisors
Florida
– -$335K -5,410 Closed
Brown Advisory
817
Brown Advisory
Maryland
– -$314K -5,075 Closed
BIM
818
Bridges Investment Management
Nebraska
– -$304K -4,907 Closed
BWCS
819
Beirne Wealth Consulting Services
Connecticut
– -$301K -4,856 Closed
AC
820
Avestar Capital
New York
– -$284K -4,581 Closed
LSPW
821
Lake Street Private Wealth
Illinois
– -$261K -4,215 Closed
FCI
822
Financial Counselors Inc
Kansas
– -$256K -4,129 Closed
GG
823
Gofen & Glossberg
Illinois
– -$240K -3,873 Closed
TI
824
TTP Investments
California
– -$220K -3,559 Closed
AW
825
ACG Wealth
Georgia
– -$219K -3,539 Closed
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