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 %
SAM
451
Sompo Asset Management
Japan
$825K -$432K -4,120 -34%
IA
452
IFP Advisors
Florida
$824K -$323K -3,108 -28%
FFN
453
Focus Financial Network
Minnesota
$814K +$15.8K +151 +2%
SW
454
SkyOak Wealth
Michigan
$810K +$810K +7,716 New
WWM
455
Western Wealth Management
Colorado
$803K -$494K -4,705 -38%
PPP
456
Private Portfolio Partners
New Jersey
$801K -$19.3K -184 -2%
PA
457
Parallel Advisors
California
$792K +$276K +2,628 +53%
EPA
458
Element Pointe Advisors
Florida
$787K +$79.5K +759 +11%
AWA
459
Arkadios Wealth Advisors
Georgia
$784K -$783K -6,456 -50%
AIP
460
Almanack Investment Partners
Pennsylvania
$783K -$20.1K -192 -3%
AAM
461
Arabesque Asset Management
United Kingdom
$780K +$780K +7,432 New
BFO
462
Boston Family Office
Massachusetts
$779K -$10.5K -100 -1%
MMC
463
Mizuho Markets Cayman
Cayman Islands
$771K +$771K +7,350 New
PSP
464
Principal Street Partners
Tennessee
$762K -$32.3K -308 -4%
CF
465
Centaurus Financial
California
$759K +$278K +2,647 +58%
PL
466
Parkwood LLC
Ohio
$759K +$759K +7,228 New
WSFS
467
Wilmington Savings Fund Society
Delaware
$758K -$73.5K -700 -9%
GT
468
Glenmede Trust
Pennsylvania
$757K +$81.5K +778 +12%
WAP
469
Wealthcare Advisory Partners
Pennsylvania
$753K +$56.2K +535 +8%
JWS
470
Juncture Wealth Strategies
Arizona
$752K -$31.7K -302 -4%
PIA
471
Perennial Investment Advisors
California
$749K -$53.8K -513 -7%
SC
472
Slow Capital
California
$745K +$43.4K +413 +6%
CAPTRUST Financial Advisors
473
CAPTRUST Financial Advisors
North Carolina
$742K -$182K -1,567 -20%
GC
474
Grimes & Company
Massachusetts
$739K -$22K -210 -3%
MOS
475
MGO One Seven
Ohio
$738K -$56.7K -541 -7%
17 18
19
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