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 %
Lazard Asset Management
551
Lazard Asset Management
New York
$450K -$6.68M -63,842 -94%
WA
552
Wealth Alliance
New York
$446K +$446K +4,254 New
LI
553
Leap Investments
Illinois
$441K +$441K +4,200 New
MIG
554
McGuire Investment Group
Rhode Island
$428K -$48.3K -460 -10%
MPW
555
Monterey Private Wealth
California
$423K – – –
CST
556
Charles Schwab Trust
Nevada
$420K -$105K -1,000 -20%
LCAM
557
London & Capital Asset Management
United Kingdom
$420K – – –
GAG
558
GM Advisory Group
New York
$419K -$10.5K -100 -2%
BFEC
559
Benjamin F. Edwards & Company
Missouri
$418K -$77.3K -736 -16%
LWM
560
Lyell Wealth Management
California
$416K -$56.1K -535 -12%
NIM
561
Northeast Investment Management
Massachusetts
$416K -$26K -248 -6%
CC
562
Centiva Capital
New York
$415K -$1.03M -9,805 -71%
SCM
563
Schnieders Capital Management
California
$412K -$6.29K -60 -2%
TCM
564
Tuttle Capital Management
Connecticut
$412K +$412K +3,925 New
WMA
565
Wealth Management Associates
New Jersey
$410K – – –
TCWM
566
Total Clarity Wealth Management
Illinois
$408K +$408K +3,890 New
ACI
567
Alpha Cubed Investments
California
$400K -$82.3K -785 -17%
SF
568
Symphony Financial
Texas
$399K +$399K +3,800 New
AFP
569
Ausdal Financial Partners
Iowa
$394K -$52.4K -500 -12%
SS
570
Sunbelt Securities
Texas
$391K -$590K -5,626 -60%
CI
571
Cigna Investments
Connecticut
$383K +$383K +3,649 New
SM
572
Sciencast Management
New Jersey
$380K -$1.01M -8,339 -73%
KWM
573
Kingsview Wealth Management
Oregon
$380K -$108K -1,029 -22%
RIA
574
Realta Investment Advisors
Delaware
$373K -$84.2K -802 -18%
OPS
575
Orion Portfolio Solutions
Nebraska
$373K -$22K -209 -6%
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