XYZ

Block, Inc.
XYZ

Overview Fund Activity

992 hedge funds and large institutions have $47.7B invested in Block, Inc. in 2020 Q3 according to their latest regulatory filings, with 210 funds opening new positions, 325 increasing their positions, 352 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
992
Holders Change
+131
Holders Change %
+15.21%
% of All Funds
20.07%
Holding in Top 10
57
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+42.5%
% of All Funds
1.15%
New
210
Increased
325
Reduced
352
Closed
74
Calls
$4.4B
Puts
$6.09B
Net Calls
-$1.69B
Net Calls Change
-$750M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$873M
2
Sands Capital Management
Sands Capital Management
Virginia
+$335M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$280M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$232M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$223M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$732M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$605M
3
Capital World Investors
Capital World Investors
California
-$320M
4
Ameriprise
Ameriprise
Minnesota
-$300M
5
Bank of America
Bank of America
North Carolina
-$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
501
Frontier Wealth Management
Missouri
$1.1M +$15.8K +97 +1%
WAM
502
World Asset Management
Michigan
$1.09M +$22K +135 +2%
OCM
503
Orser Capital Management
Texas
$1.09M +$1.09M +6,700 New
PPP
504
Private Portfolio Partners
New Jersey
$1.07M -$175K -1,075 -14%
CAPTRUST Financial Advisors
505
CAPTRUST Financial Advisors
North Carolina
$1.05M -$25.4K -151 -2%
WCM
506
Washburn Capital Management
Florida
$1.04M -$323K -1,990 -24%
BAMF
507
BI Asset Management Fondsmaeglerselskab
Denmark
$1.04M +$105K +646 +11%
HB
508
Homrich & Berg
Georgia
$1.04M +$38.7K +238 +4%
SAM
509
Sompo Asset Management
Japan
$1M -$275K -1,690 -22%
LFAS
510
Level Four Advisory Services
Texas
$999K -$354K -2,177 -26%
CF
511
Centaurus Financial
California
$990K -$185K -1,140 -16%
IA
512
IFP Advisors
Florida
$986K -$296K -1,831 -23%
RPSA
513
Richard P. Slaughter Associates
Texas
$979K -$1.92M -11,825 -66%
QSS
514
Quantitative Systematic Strategies
Florida
$979K +$979K +6,025 New
GBBWRPM
515
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$977K +$417K +2,564 +74%
LB
516
Legacy Bridge
Iowa
$972K +$47.4K +292 +5%
NIM
517
Northeast Investment Management
Massachusetts
$960K +$316K +1,940 +49%
AF
518
Aldebaran Financial
$952K +$21.1K +130 +2%
RFM
519
Royal Fund Management
Florida
$949K +$949K +5,839 New
SMH
520
Sanders Morris Harris
Texas
$947K +$568K +3,000 +150%
GWMIA
521
Global Wealth Management Investment Advisory
Florida
$944K -$143K -883 -13%
DTL
522
Dynamic Technology Lab
Singapore
$936K +$936K +5,756 New
NFG
523
Next Financial Group
Texas
$931K +$143K +881 +18%
BCM
524
Brookstone Capital Management
Illinois
$930K +$605K +3,722 +186%
CAM
525
Covenant Asset Management
New Jersey
$922K +$7.48K +46 +0.8%
19 20
21
22 23