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 %
PJB
526
Paul John Balson
California
$920K – – –
BCA
527
Bray Capital Advisors
Florida
$918K – – –
IAIM
528
International Assets Investment Management
Florida
$916K -$469K -2,885 -34%
CTC
529
Central Trust Company
Missouri
$905K -$39.6K -244 -4%
GWM
530
Geneos Wealth Management
Colorado
$902K +$104K +658 +13%
RJT
531
Raymond James Trust
Florida
$902K +$121K +747 +16%
GI
532
GAMCO Investors
Connecticut
$894K +$894K +5,500 New
NL
533
NVWM LLC
Pennsylvania
$890K -$5.04K -31 -0.6%
SAM
534
Shell Asset Management
Netherlands
$888K – – –
DT
535
Diversified Trust
Tennessee
$885K +$383K +2,354 +76%
SI
536
Stephens Inc
Arkansas
$876K -$476K -2,928 -35%
SWM
537
SeaCrest Wealth Management
New York
$872K +$77.7K +478 +10%
GAM
538
Gotham Asset Management
New York
$867K -$6.59M -40,549 -88%
AIC
539
Ameritas Investment Company
Nebraska
$865K – – –
CWM
540
Cordatus Wealth Management
Pennsylvania
$862K -$651K -4,006 -43%
WorldQuant Millennium Advisors
541
WorldQuant Millennium Advisors
New York
$857K -$29.9M -184,154 -97%
BCM
542
Bienville Capital Management
New York
$840K -$8.5M -52,269 -91%
PAS
543
Park Avenue Securities
New York
$834K +$327K +2,008 +64%
AMC
544
Asset Management Corp
Illinois
$833K -$81.3K -500 -9%
CA
545
Clearstead Advisors
Ohio
$832K +$339K +2,085 +69%
CC
546
Codex Capital
New York
$832K +$832K +4,000 New
AC
547
Addison Capital
Pennsylvania
$827K -$14.6K -90 -2%
EWM
548
Empirical Wealth Management
Washington
$816K -$26.3K -162 -3%
AMCA
549
Arthur M. Cohen & Associates
Illinois
$814K +$814K +5,010 New
PP
550
Peconic Partners
New York
$813K – – –
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