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 %
CF
526
Centaurus Financial
California
$240K +$101K +1,919 +72%
VLC
527
Van Leeuwen & Company
New Jersey
$239K -$26.2K -500 -10%
MIG
528
McGuire Investment Group
Rhode Island
$238K -$19.7K -375 -8%
LWM
529
Lyell Wealth Management
California
$236K -$50.1K -955 -18%
OIA
530
OneDigital Investment Advisors
Kansas
$235K -$14.8K -200 -6%
MA
531
Mutual Advisors
Nebraska
$230K +$49.9K +955 +28%
ISWM
532
Independent Solutions Wealth Management
New York
$228K +$34.3K +655 +18%
RIA
533
Realta Investment Advisors
Delaware
$228K -$145K -2,778 -39%
VFA
534
Valeo Financial Advisors
Indiana
$226K +$20K +339 +10%
ET
535
Equitable Trust
Tennessee
$226K +$226K +4,316 New
AWS
536
AJ Wealth Strategies
New York
$226K +$226K +4,317 New
NCM
537
Next Capital Management
New York
$225K
FA
538
FCG Advisors
New Jersey
$223K -$4.19K -80 -2%
PAI
539
Pittenger & Anderson Inc
Nebraska
$222K -$401K -7,655 -64%
NIM
540
Northeast Investment Management
Massachusetts
$221K -$73.2K -1,394 -25%
WCWM
541
Willow Creek Wealth Management
California
$221K -$30.9K -590 -12%
CIBC Private Wealth Group
542
CIBC Private Wealth Group
Georgia
$216K -$9.94K -190 -4%
VWM
543
Vigilare Wealth Management
Arizona
$216K +$216K +4,115 New
Calamos Advisors
544
Calamos Advisors
Illinois
$215K +$215K +4,100 New
CEP
545
Chicago Equity Partners
Illinois
$214K +$214K +4,080 New
GAG
546
GM Advisory Group
New York
$214K +$214K +4,094 New
CTC
547
Central Trust Company
Missouri
$212K -$27K -517 -11%
MPW
548
Monterey Private Wealth
California
$211K
LCAM
549
London & Capital Asset Management
United Kingdom
$210K
SCM
550
Schnieders Capital Management
California
$209K -$57.6K -1,100 -22%