XYZ

Block, Inc.
XYZ

Overview Fund Activity

861 hedge funds and large institutions have $31.4B invested in Block, Inc. in 2020 Q2 according to their latest regulatory filings, with 207 funds opening new positions, 271 increasing their positions, 292 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
861
Holders Change
+108
Holders Change %
+14.34%
% of All Funds
17.7%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
0.82%
New
207
Increased
271
Reduced
292
Closed
95
Calls
$2.68B
Puts
$3.61B
Net Calls
-$936M
Net Calls Change
-$220M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.09B
2
WRCM
Whale Rock Capital Management
Massachusetts
+$362M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$261M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$145M
5
Ameriprise
Ameriprise
Minnesota
+$136M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$351M
2
Capital World Investors
Capital World Investors
California
-$239M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$197M
4
NAMA
Nikko Asset Management Americas
New York
-$142M
5
BlackRock
BlackRock
New York
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMG
351
Monetary Management Group
Missouri
$1.65M +$42K +400 +3%
CIBC Asset Management
352
CIBC Asset Management
Ontario, Canada
$1.64M – – –
ECM
353
ExodusPoint Capital Management
New York
$1.64M +$1.54M +14,684 +1,576%
Carson Wealth (CWM LLC)
354
Carson Wealth (CWM LLC)
Nebraska
$1.63M – – –
Canada Pension Plan Investment Board
355
Canada Pension Plan Investment Board
Ontario, Canada
$1.62M – – –
MML Investors Services
356
MML Investors Services
Massachusetts
$1.61M +$151K +1,437 +10%
AAS
357
Avantax Advisory Services
Texas
$1.58M +$326K +3,115 +26%
ACM
358
Axel Capital Management
New York
$1.57M +$1.57M +15,000 New
RIA
359
Regal Investment Advisors
Michigan
$1.56M +$1.56M +14,859 New
WA
360
WP Advisors
California
$1.55M +$1.55M +14,741 New
HHAM
361
HITE Hedge Asset Management
Massachusetts
$1.54M +$304K +2,900 +25%
PCIA
362
Prime Capital Investment Advisors
Kansas
$1.53M +$524K +4,995 +52%
PFO
363
Pathstone Family Office
New Jersey
$1.49M -$16.3K -155 -1%
AQR Capital Management
364
AQR Capital Management
Connecticut
$1.48M -$8.59M -82,473 -85%
CIBC World Market
365
CIBC World Market
Ontario, Canada
$1.48M -$360K -3,435 -20%
AWM
366
Affinity Wealth Management
Delaware
$1.47M +$1.47M +11,341 New
Wealthfront Advisers
367
Wealthfront Advisers
California
$1.46M -$110K -1,046 -7%
IP
368
Intellectus Partners
California
$1.45M -$316K -3,012 -18%
Daiwa Securities Group
369
Daiwa Securities Group
Japan
$1.44M – – –
GCM
370
Gables Capital Management
Florida
$1.44M +$63K +600 +5%
EPC
371
Emerson Point Capital
New York
$1.44M – – –
LNWWM
372
Laird Norton Wetherby Wealth Management
California
$1.42M +$300K +2,855 +27%
LNC
373
Lincoln National Corp
Pennsylvania
$1.41M +$3.25K +31 +0.2%
BAM
374
Belpointe Asset Management
Nevada
$1.39M -$542K -5,172 -28%
Prudential Financial
375
Prudential Financial
New Jersey
$1.39M +$45.6K +434 +3%
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