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 %
AR
426
Advisory Research
Illinois
$911K +$181K +1,726 +25%
EOJOAM
427
E. Ohman J:or Asset Management
Sweden
$902K – – –
Fiera Capital (Canada)
428
Fiera Capital (Canada)
Quebec, Canada
$902K -$31.5K -300 -3%
SIC
429
Salem Investment Counselors
North Carolina
$902K +$41.3K +394 +5%
IAA
430
Independent Advisor Alliance
North Carolina
$898K +$898K +7,275 New
Calamos Advisors
431
Calamos Advisors
Illinois
$897K +$467K +4,450 +109%
IAIM
432
International Assets Investment Management
Florida
$894K -$86.6K -825 -9%
PSUF
433
People's United Financial
Connecticut
$894K -$77.2K -736 -8%
Credit Agricole
434
Credit Agricole
France
$890K -$100K -954 -10%
IRF
435
IBM Retirement Fund
New York
$887K +$33.1K +315 +4%
WCM
436
Washburn Capital Management
Florida
$881K +$181K +1,725 +26%
BRWM
437
B. Riley Wealth Management
Tennessee
$880K -$262K -2,495 -23%
MS
438
Mizuho Securities
Japan
$877K -$1.59M -30,425 -64%
SI
439
Stephens Inc
Arkansas
$873K -$223K -2,124 -20%
LFAS
440
Level Four Advisory Services
Texas
$872K -$78.2K -746 -8%
AGM
441
Alpine Global Management
New York
$868K +$868K +8,275 New
AIC
442
Ameritas Investment Company
Nebraska
$865K +$523K +4,988 +153%
CMI
443
Clare Market Investments
Texas
$863K -$31.5K -300 -4%
SCM
444
Shelton Capital Management
Colorado
$861K -$52.5K -500 -6%
LWAC
445
Laurel Wealth Advisors (California)
California
$847K +$58.7K +559 +7%
HAG
446
HighPoint Advisor Group
Illinois
$842K -$27K -233 -3%
MFAM
447
Motley Fool Asset Management
Virginia
$839K +$172K +1,638 +26%
Brown Advisory
448
Brown Advisory
Maryland
$834K +$109K +1,036 +15%
JRP
449
Jasper Ridge Partners
California
$832K +$208K +1,982 +33%
H
450
HoyleCohen
California
$831K +$123K +1,175 +17%
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