XYZ

Block, Inc.
XYZ

Overview Fund Activity

1,236 hedge funds and large institutions have $64.6B invested in Block, Inc. in 2020 Q4 according to their latest regulatory filings, with 327 funds opening new positions, 473 increasing their positions, 330 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,236
Holders Change
+244
Holders Change %
+24.6%
% of All Funds
21.93%
Holding in Top 10
78
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+36.84%
% of All Funds
1.38%
New
327
Increased
473
Reduced
330
Closed
71
Calls
$6.23B
Puts
$9.56B
Net Calls
-$3.33B
Net Calls Change
-$1.64B

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$1.86B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$779M
3
BlackRock
BlackRock
New York
+$462M
4
AIM
ARK Investment Management
Florida
+$273M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$250M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.49B
2
Fidelity International
Fidelity International
Bermuda
-$635M
3
Capital World Investors
Capital World Investors
California
-$511M
4
HCM
HMI Capital Management
California
-$279M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$277M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAI
426
Hennessy Advisors Inc
California
$2.94M -$979K -4,500 -25%
WHAM
427
Windmill Hill Asset Management
United Kingdom
$2.93M -$3.35M -15,403 -53%
CA
428
Cetera Advisors
Colorado
$2.88M +$87.7K +403 +3%
Acadian Asset Management
429
Acadian Asset Management
Massachusetts
$2.83M +$1.12M +5,150 +66%
TVWM
430
Tower View Wealth Management
Wisconsin
$2.83M -$459K -2,110 -14%
NA
431
NewEdge Advisors
Louisiana
$2.79M +$776K +3,564 +39%
F
432
F3Logic
Minnesota
$2.78M -$885K -4,050 -24%
CC
433
Centiva Capital
New York
$2.78M +$1.23M +5,645 +79%
WA
434
WP Advisors
California
$2.77M – – –
EDRH
435
Edmond de Rothschild Holding
Switzerland
$2.77M +$1.01M +4,631 +57%
CWMU
436
Caliber Wealth Management (Utah)
Utah
$2.74M +$2.74M +12,591 New
PFS
437
Prospera Financial Services
Texas
$2.73M +$2.65M +12,185 +3,338%
CAM
438
Cresset Asset Management
Illinois
$2.72M +$72K +331 +3%
SAM
439
Shell Asset Management
Netherlands
$2.71M +$1.52M +6,995 +128%
Bank Julius Baer & Co
440
Bank Julius Baer & Co
Switzerland
$2.7M +$117K +538 +5%
GCM
441
Gables Capital Management
Florida
$2.69M -$256K -1,175 -9%
IMRF
442
Illinois Municipal Retirement Fund
Illinois
$2.65M +$1.82M +8,355 +218%
SDH
443
Sloy Dahl & Holst
Washington
$2.64M -$6.17M -26,555 -70%
APP
444
Alpha Paradigm Partners
Illinois
$2.63M +$2.63M +12,090 New
VCM
445
Virtue Capital Management
Tennessee
$2.61M -$459K -2,108 -15%
AWS
446
AJ Wealth Strategies
New York
$2.59M – – –
BCV
447
Banque Cantonale Vaudoise
Switzerland
$2.58M -$3.48K -16 -0.1%
WWM
448
Western Wealth Management
Colorado
$2.53M +$701K +3,223 +38%
SCM
449
Shelton Capital Management
Colorado
$2.53M +$675K +3,100 +36%
Manulife (Manufacturers Life Insurance)
450
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.52M +$28.5K +131 +1%
16 17
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