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 %
MYAM
476
Meiji Yasuda Asset Management
Japan
$738K +$247K +2,350 +50%
ER
477
Enlightenment Research
Florida
$735K -$936K -8,915 -56%
Mercer Global Advisors
478
Mercer Global Advisors
Colorado
$732K -$200K -1,902 -21%
OIA
479
OneDigital Investment Advisors
Kansas
$724K +$361K +3,170 +100%
GC
480
GFG Capital
Florida
$724K +$724K +6,903 New
GWMIA
481
Global Wealth Management Investment Advisory
Florida
$702K +$45.1K +430 +7%
Cetera Investment Advisers
482
Cetera Investment Advisers
Illinois
$701K +$60.3K +574 +9%
FWM
483
Frontier Wealth Management
Missouri
$697K -$7.35K -70 -1%
QP
484
Quilter Plc
United Kingdom
$695K +$39.8K +379 +6%
WAM
485
World Asset Management
Michigan
$689K +$26.5K +253 +4%
DADC
486
D.A. Davidson & Co
Montana
$683K +$16.5K +157 +2%
FAM
487
Formidable Asset Management
Ohio
$660K +$660K +5,544 New
VPIM
488
Vanguard Personalized Indexing Management
California
$657K +$657K +6,257 New
SL
489
Stevard LLC
Illinois
$656K +$656K +6,252 New
WCM
490
Whitener Capital Management
North Carolina
$655K +$57.6K +550 +10%
TFS
491
TrustCore Financial Services
Tennessee
$649K -$89.2K -850 -12%
HIIFS
492
Harel Insurance Investments & Financial Services
Israel
$647K +$493K +4,700 +320%
HB
493
Homrich & Berg
Georgia
$643K +$31.1K +296 +5%
DC
494
Davenport & Co
Virginia
$640K -$150K -1,430 -19%
CAN
495
Claraphi Advisory Network
United States
$621K +$275K +2,619 +79%
ISWM
496
Independent Solutions Wealth Management
New York
$613K +$156K +1,487 +34%
CTC
497
Central Trust Company
Missouri
$611K +$185K +1,759 +43%
GC
498
Guggenheim Capital
Illinois
$607K -$39.9K -380 -6%
PI
499
Putnam Investments
Massachusetts
$606K +$606K +5,772 New
AF
500
Aldebaran Financial
$601K -$1.48M -14,075 -71%
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