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 %
Mackenzie Financial
401
Mackenzie Financial
Ontario, Canada
$1.15M +$532K +5,068 +86%
SDH
402
Sloy Dahl & Holst
Washington
$1.14M +$1.14M +10,852 New
CWP
403
CFM Wealth Partners
Texas
$1.13M +$21K +200 +2%
AC
404
Allstate Corporation
Illinois
$1.11M -$55.8K -532 -5%
WCA
405
Whetstone Capital Advisors
Kansas
$1.08M -$24.7M -235,358 -96%
SBIA
406
Sheaff Brock Investment Advisors
Indiana
$1.08M -$53.1K -506 -5%
FMT
407
First Mercantile Trust
Tennessee
$1.07M +$23.8K +227 +2%
P
408
Pitcairn
Pennsylvania
$1.07M +$377K +3,595 +55%
NA
409
NewEdge Advisors
Louisiana
$1.06M +$427K +4,065 +68%
DAS
410
Dynamic Advisor Solutions
Arizona
$1.05M +$484K +4,612 +86%
BC
411
BIT Capital
Germany
$1.05M +$1.05M +9,974 New
Caisse de Depot et Placement du Quebec (CDPQ)
412
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.04M -$115K -1,100 -10%
RSC
413
Red Spruce Capital
Pennsylvania
$1.03M +$39.7K +378 +4%
RCIM
414
Russell Clark Investment Management
United Kingdom
$997K +$997K +9,500 New
MC
415
Moors & Cabot
Massachusetts
$991K -$200K -1,916 -17%
AFAS
416
Acorn Financial Advisory Services
Virginia
$978K +$978K +9,322 New
CWM
417
Cordatus Wealth Management
Pennsylvania
$977K +$977K +9,307 New
Impax Asset Management Group
418
Impax Asset Management Group
United Kingdom
$974K +$35.8K +341 +4%
CCB
419
Cutter & Co Brokerage
Missouri
$960K – – –
KLCM
420
KG&L Capital Management
Louisiana
$959K -$82K -782 -8%
BPC
421
Banque Pictet & Cie
Switzerland
$946K – – –
ATPW
422
Ashton Thomas Private Wealth
Arizona
$944K +$944K +9,000 New
AWS
423
AJ Wealth Strategies
New York
$934K +$481K +4,584 +106%
PP
424
Prudential plc
United Kingdom
$925K +$67.2K +640 +8%
BDS
425
Banco de Sabadell
Florida
$924K – – –
15 16
17
18 19