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 %
MA
551
Mutual Advisors
Nebraska
$808K +$32.2K +198 +4%
EWA
552
Exencial Wealth Advisors
Oklahoma
$787K +$255K +1,568 +48%
CI Investments Inc
553
CI Investments Inc
Ontario, Canada
$786K +$786K +4,838 New
AC
554
Avestar Capital
New York
$784K -$6.8K -40 -0.9%
TC
555
Telemus Capital
Michigan
$783K +$783K +4,200 New
GC
556
Grimes & Company
Massachusetts
$782K -$363K -2,235 -32%
FAIM
557
Financial Advocates Investment Management
Washington
$776K +$227K +1,395 +41%
Verition Fund Management
558
Verition Fund Management
Connecticut
$775K -$1.17M -7,179 -60%
AWA
559
Arkadios Wealth Advisors
Georgia
$767K -$438K -2,349 -36%
LSC
560
Lyon Street Capital
California
$753K +$753K +4,632 New
MYAM
561
Meiji Yasuda Asset Management
Japan
$747K -$397K -2,440 -35%
RCM
562
RB Capital Management
Nevada
$746K -$60.6K -335 -8%
CM
563
Castleark Management
Illinois
$746K – – –
PWM
564
Perigon Wealth Management
California
$744K -$35.1K -216 -5%
GAMC
565
Garner Asset Management Corp
Texas
$744K -$12.2K -75 -2%
AA
566
Ancora Advisors
Ohio
$743K +$10.4K +64 +1%
PF
567
Phoenix Financial
Israel
$738K -$14K -90 -2%
AIP
568
Almanack Investment Partners
Pennsylvania
$733K -$552K -3,205 -43%
CCA
569
Column Capital Advisors
Indiana
$733K +$197K +1,212 +37%
GAG
570
GM Advisory Group
New York
$730K +$81.2K +500 +13%
MRCM
571
M&R Capital Management
New Jersey
$724K +$318K +1,960 +78%
VIA
572
Vident Investment Advisory
Georgia
$719K +$144K +887 +25%
TC
573
TwinBeech Capital
New York
$711K -$6.78M -41,733 -91%
CT
574
Coastline Trust
Rhode Island
$707K -$171K -1,050 -19%
FB
575
Fulton Bank
Pennsylvania
$707K +$707K +4,349 New
21 22
23
24 25