XYZ

Block, Inc.

753 hedge funds and large institutions have $14.7B invested in Block, Inc. in 2020 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 300 increasing their positions, 238 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
-30
Holders Change %
-3.83%
% of All Funds
16.63%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.64%
New
125
Increased
300
Reduced
238
Closed
147
Calls
$1.16B
Puts
$1.88B
Net Calls
-$716M
Net Calls Change
+$730M
Name Holding Trade Value Shares
Change
Shares
Change %
MOS
451
MGO One Seven
Ohio
$396K +$19.7K +376 +5%
DC
452
Davenport & Co
Virginia
$395K -$8.39K -160 -2%
PWM
453
Perigon Wealth Management
California
$395K +$146K +2,466 +59%
BFO
454
Boston Family Office
Massachusetts
$394K
LWAC
455
Laurel Wealth Advisors (California)
California
$393K -$44.8K -857 -10%
JWS
456
Juncture Wealth Strategies
Arizona
$391K -$7.33K -140 -2%
SS
457
Simplicity Solutions
Minnesota
$386K +$72.7K +1,387 +23%
AC
458
Avestar Capital
New York
$383K +$383K +7,312 New
LB
459
Legacy Bridge
Iowa
$381K -$138K -2,630 -27%
GC
460
Grimes & Company
Massachusetts
$380K -$22.6K -432 -6%
NEI
461
Northwest & Ethical Investments
Ontario, Canada
$377K +$377K +7,200 New
CAPTRUST Financial Advisors
462
CAPTRUST Financial Advisors
North Carolina
$373K -$42.2K -902 -10%
WWM
463
WT Wealth Management
Arizona
$372K +$146K +2,786 +64%
VHAM
464
Van Hulzen Asset Management
California
$371K +$46.1K +880 +14%
BCP
465
Berkeley Capital Partners
Georgia
$368K -$50.1K -958 -12%
TFS
466
TrustCore Financial Services
Tennessee
$368K +$189K +3,615 +106%
AR
467
Advisory Research
Illinois
$364K +$364K +6,957 New
Brown Advisory
468
Brown Advisory
Maryland
$362K +$362K +6,905 New
CMTU
469
Capital Markets Trading (UK)
United Kingdom
$357K -$154K -2,935 -30%
H
470
HoyleCohen
California
$353K +$29.8K +570 +9%
EPA
471
Element Pointe Advisors
Florida
$353K +$353K +6,750 New
FWM
472
Frontier Wealth Management
Missouri
$351K +$32.4K +620 +10%
SC
473
Slow Capital
California
$350K +$56.8K +1,084 +19%
WCM
474
Washburn Capital Management
Florida
$350K +$350K +6,675 New
WAP
475
Wealthcare Advisory Partners
Pennsylvania
$348K +$22.3K +425 +7%