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 %
VIA
576
Vident Investment Advisory
Georgia
$371K -$264K -2,515 -42%
TIS
577
Tortoise Index Solutions
Kansas
$371K -$264K -2,515 -42%
ET
578
Equitable Trust
Tennessee
$371K -$81.3K -776 -18%
S
579
Seeyond
France
$370K +$190K +1,807 +105%
Acadian Asset Management
580
Acadian Asset Management
Massachusetts
$370K +$202K +1,928 +120%
PIMG
581
Patriot Investment Management Group
Tennessee
$369K +$369K +3,517 New
PAS
582
Partnervest Advisory Services
California
$369K -$40K -381 -10%
VFA
583
Valeo Financial Advisors
Indiana
$369K -$32.8K -313 -8%
JPLA
584
Joseph P. Lucia & Associates
New York
$369K +$285K +2,720 +340%
JT
585
Jump Trading
Illinois
$369K +$369K +3,513 New
HCMNY
586
Howard Capital Management (New York)
New York
$367K -$262K -2,500 -42%
FMW
587
Farr Miller & Washington
District of Columbia
$367K +$367K +3,500 New
PVH
588
Psagot Value Holdings
Israel
$367K +$367K +3,500 New
JGC
589
J. Goldman & Co
New York
$366K +$366K +3,489 New
PCG
590
Private Capital Group
Connecticut
$364K +$71K +677 +24%
GBBWRPM
591
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$362K +$362K +3,448 New
TEC
592
Tiger Eye Capital
Tennessee
$359K +$359K +3,418 New
PCA
593
Personal Capital Advisors
California
$359K +$359K +3,422 New
UB
594
UMB Bank
Missouri
$358K +$358K +3,413 New
FMLI
595
Fukoku Mutual Life Insurance
Japan
$357K – – –
KTC
596
Kistler-Tiffany Companies
Pennsylvania
$356K +$80.6K +768 +29%
FAIM
597
Financial Advocates Investment Management
Washington
$355K +$355K +3,380 New
AGA
598
Arkos Global Advisors
Texas
$353K +$353K +3,362 New
PCM
599
Penserra Capital Management
California
$351K +$129K +1,243 +58%
CCA
600
Column Capital Advisors
Indiana
$346K +$67.4K +642 +24%
22 23
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