XYZ

Block, Inc.
XYZ

Overview Fund Activity

992 hedge funds and large institutions have $47.7B invested in Block, Inc. in 2020 Q3 according to their latest regulatory filings, with 210 funds opening new positions, 325 increasing their positions, 352 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
992
Holders Change
+131
Holders Change %
+15.21%
% of All Funds
20.07%
Holding in Top 10
57
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+42.5%
% of All Funds
1.15%
New
210
Increased
325
Reduced
352
Closed
74
Calls
$4.4B
Puts
$6.09B
Net Calls
-$1.69B
Net Calls Change
-$750M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$873M
2
Sands Capital Management
Sands Capital Management
Virginia
+$335M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$280M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$232M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$223M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$732M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$605M
3
Capital World Investors
Capital World Investors
California
-$320M
4
Ameriprise
Ameriprise
Minnesota
-$300M
5
Bank of America
Bank of America
North Carolina
-$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
351
Brown Brothers Harriman & Co
New York
$2.91M -$198K -1,220 -6%
Daiwa Securities Group
352
Daiwa Securities Group
Japan
$2.9M +$131K +734 +5%
SWP
353
Stratos Wealth Partners
Ohio
$2.89M +$49.4K +304 +2%
PL
354
Parkwood LLC
Ohio
$2.85M +$1.49M +7,867 +109%
AWM
355
Avitas Wealth Management
California
$2.83M -$731K -4,499 -21%
IFWM
356
Institute for Wealth Management
Colorado
$2.81M +$140K +864 +5%
BS
357
Banco Santander
Spain
$2.79M +$667K +4,101 +31%
OWP
358
Old Well Partners
North Carolina
$2.76M -$325K -2,000 -11%
Neuberger Berman Group
359
Neuberger Berman Group
New York
$2.65M -$37.9M -233,275 -93%
CCM
360
Covington Capital Management
California
$2.65M +$87.8K +540 +3%
MIAN
361
Mariner Independent Advisor Network
Kansas
$2.63M -$235K -1,446 -8%
GIA
362
Gateway Investment Advisers
Ohio
$2.62M +$2.62M +16,136 New
CIBC Asset Management
363
CIBC Asset Management
Ontario, Canada
$2.6M +$64.5K +397 +3%
Mackenzie Financial
364
Mackenzie Financial
Ontario, Canada
$2.55M +$773K +4,754 +43%
HAG
365
HighPoint Advisor Group
Illinois
$2.54M +$1.27M +7,241 +100%
PI
366
PineBridge Investments
New York
$2.52M +$678K +4,174 +37%
Canada Pension Plan Investment Board
367
Canada Pension Plan Investment Board
Ontario, Canada
$2.52M – – –
HHAM
368
HITE Hedge Asset Management
Massachusetts
$2.51M +$117K +722 +5%
GH
369
GAM Holding
Switzerland
$2.49M +$2.49M +15,337 New
TVWM
370
Tower View Wealth Management
Wisconsin
$2.46M -$130K -800 -5%
FAAS
371
First Allied Advisory Services
California
$2.44M -$703K -4,325 -22%
AAIM
372
American Assets Investment Management
California
$2.44M -$2.44M -15,000 -50%
Natixis Advisors
373
Natixis Advisors
Massachusetts
$2.43M -$3.49M -21,447 -59%
WMSA
374
Weiss Multi-Strategy Advisers
New York
$2.43M +$2.43M +14,920 New
LSA
375
L & S Advisors
California
$2.4M -$364K -2,237 -13%
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