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 %
BAMF
501
BI Asset Management Fondsmaeglerselskab
Denmark
$601K +$601K +5,730 New
LB
502
Legacy Bridge
Iowa
$597K -$166K -1,580 -22%
PJB
503
Paul John Balson
California
$594K – – –
BCA
504
Bray Capital Advisors
Florida
$593K – – –
CAM
505
Covenant Asset Management
New Jersey
$590K -$3.79M -36,181 -87%
AMC
506
Asset Management Corp
Illinois
$590K -$73.4K -700 -11%
FA
507
FDx Advisors
Illinois
$589K +$589K +5,610 New
NL
508
NVWM LLC
Pennsylvania
$578K +$573K +5,456 +10,912%
SAM
509
Shell Asset Management
Netherlands
$573K -$807K -7,689 -58%
Koshinski Asset Management
510
Koshinski Asset Management
Illinois
$568K +$85.3K +813 +18%
WWM
511
WJ Wealth Management
Arizona
$568K +$568K +5,410 New
CT
512
Coastline Trust
Rhode Island
$567K – – –
CPC
513
Cookson Peirce & Co
Pennsylvania
$555K +$555K +5,293 New
LCM
514
Laurion Capital Management
New York
$554K +$554K +5,278 New
RBFC
515
Roman Butler Fullerton & Co
Missouri
$551K -$3.15K -30 -0.6%
PCS
516
Personal CFO Solutions
New Jersey
$547K +$547K +5,217 New
VHAM
517
Van Hulzen Asset Management
California
$546K -$197K -1,880 -27%
EWM
518
Empirical Wealth Management
Washington
$544K +$544K +5,185 New
AC
519
Addison Capital
Pennsylvania
$543K -$5.24K -50 -1%
GWM
520
Geneos Wealth Management
Colorado
$527K +$158K +1,516 +43%
PP
521
Peconic Partners
New York
$525K – – –
SFS
522
Sowell Financial Services
Arkansas
$519K +$180K +1,720 +53%
SWM
523
SeaCrest Wealth Management
New York
$513K +$21.8K +208 +4%
RA
524
Rational Advisors
New York
$512K -$409K -3,898 -44%
CIAS
525
Capital Investment Advisory Services
North Carolina
$512K -$294K -2,800 -36%
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