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 %
NFG
526
Next Financial Group
Texas
$508K +$127K +1,214 +33%
RJT
527
Raymond James Trust
Florida
$504K -$36.4K -347 -7%
PWM
528
Perigon Wealth Management
California
$503K -$197K -1,876 -28%
SNN
529
Shen Neil Nanpeng
$502K – – –
MA
530
Mutual Advisors
Nebraska
$501K +$39.2K +373 +8%
PCM
531
Prelude Capital Management
New York
$500K -$2.86M -27,242 -85%
MGAM
532
McGowan Group Asset Management
Texas
$499K – – –
3CP
533
3G Capital Partners
New York
$493K +$493K +4,700 New
AC
534
Avestar Capital
New York
$488K -$279K -2,660 -36%
GAMC
535
Garner Asset Management Corp
Texas
$488K -$21K -200 -4%
WAM
536
Wealthspire Advisors (Maryland)
Maryland
$487K -$109K -1,041 -18%
CAGAS
537
Capital Advisory Group Advisory Services
Minnesota
$487K +$487K +4,638 New
MYLI
538
Meiji Yasuda Life Insurance
Japan
$485K – – –
PIM
539
Profit Investment Management
Maryland
$483K +$483K +4,605 New
CM
540
Castleark Management
Illinois
$482K -$392K -3,730 -45%
HFM
541
Harvest Fund Management
China
$478K +$269K +2,324 +129%
AA
542
Ancora Advisors
Ohio
$473K -$1.01M -9,610 -68%
TFA
543
Teamwork Financial Advisors
Texas
$473K +$473K +4,504 New
PF
544
Phoenix Financial
Israel
$473K +$473K +4,834 New
RCM
545
RB Capital Management
Nevada
$468K +$468K +4,460 New
HCM
546
Hodges Capital Management
Texas
$462K -$4.36M -41,515 -90%
LS
547
Livforsakringsbolaget Skandia
Sweden
$462K +$84K +800 +22%
WWM
548
WT Wealth Management
Arizona
$458K -$288K -2,749 -39%
FA
549
FCG Advisors
New Jersey
$458K +$10.5K +100 +2%
NCM
550
Next Capital Management
New York
$451K – – –
20 21
22
23 24