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 %
BCI
401
Brinker Capital Investments
Pennsylvania
$2.05M +$2.05M +12,583 New
AI
402
Aperture Investors
New York
$2.03M +$2.03M +12,496 New
CAM
403
Cresset Asset Management
Illinois
$1.97M +$37.2K +229 +2%
CWP
404
CFM Wealth Partners
Texas
$1.97M +$225K +1,386 +13%
IRF
405
IBM Retirement Fund
New York
$1.95M +$580K +3,569 +42%
MMG
406
Monetary Management Group
Missouri
$1.95M -$601K -3,700 -24%
AWS
407
AJ Wealth Strategies
New York
$1.94M +$488K +3,000 +34%
BCV
408
Banque Cantonale Vaudoise
Switzerland
$1.93M -$215K -1,321 -10%
Bank Julius Baer & Co
409
Bank Julius Baer & Co
Switzerland
$1.93M -$73.3K -451 -4%
Manulife (Manufacturers Life Insurance)
410
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.86M -$12.5K -77 -0.7%
DAS
411
Dynamic Advisor Solutions
Arizona
$1.85M +$227K +1,399 +14%
SG
412
StoneX Group
New York
$1.83M +$33K +203 +2%
KA
413
Kovack Advisors
Florida
$1.79M -$289K -1,777 -14%
NIP
414
Nicholas Investment Partners
California
$1.79M -$32K -197 -2%
LNWWM
415
Laird Norton Wetherby Wealth Management
California
$1.79M -$404K -2,484 -18%
IP
416
Intellectus Partners
California
$1.78M -$476K -2,925 -21%
GC
417
Guggenheim Capital
Illinois
$1.76M +$818K +5,033 +87%
BAM
418
Belpointe Asset Management
Nevada
$1.74M -$420K -2,586 -19%
SBIA
419
Sheaff Brock Investment Advisors
Indiana
$1.72M +$59K +363 +4%
Cetera Investment Advisers
420
Cetera Investment Advisers
Illinois
$1.71M +$620K +3,813 +57%
CG
421
Cutler Group
California
$1.7M +$1.42M +8,724 +506%
WCA
422
Whetstone Capital Advisors
Kansas
$1.67M – – –
ACM
423
Alight Capital Management
New York
$1.63M +$1.63M +10,000 New
Carson Wealth (CWM LLC)
424
Carson Wealth (CWM LLC)
Nebraska
$1.63M – – –
LWM
425
Loveless Wealth Management
Montana
$1.62M -$296K -1,820 -15%
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