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 %
SEC
576
Seven Eight Capital
New York
$705K +$358K +2,200 +103%
MIM
577
Moseley Investment Management
Florida
$704K +$704K +4,331 New
MYLI
578
Meiji Yasuda Life Insurance
Japan
$701K -$51.2K -315 -7%
CAGAS
579
Capital Advisory Group Advisory Services
Minnesota
$698K -$55.6K -342 -7%
NCM
580
Next Capital Management
New York
$698K – – –
SS
581
Sunbelt Securities
Texas
$698K +$91.6K +563 +15%
CCP
582
Corient Capital Partners
California
$693K +$693K +4,265 New
RE
583
RBC Europe
United Kingdom
$683K +$169K +1,038 +33%
FA
584
FCG Advisors
New Jersey
$680K -$28.8K -177 -4%
TCM
585
Teza Capital Management
Illinois
$679K -$2.52M -15,500 -79%
LWM
586
Lyell Wealth Management
California
$664K +$19.8K +122 +3%
MIG
587
McGuire Investment Group
Rhode Island
$663K – – –
MPW
588
Monterey Private Wealth
California
$656K – – –
RBFC
589
Roman Butler Fullerton & Co
Missouri
$651K -$203K -1,250 -24%
PIM
590
Profit Investment Management
Maryland
$650K -$97K -598 -13%
CST
591
Charles Schwab Trust
Nevada
$650K – – –
WWM
592
WT Wealth Management
Arizona
$646K -$62.8K -387 -9%
CG
593
Caprock Group
Idaho
$646K +$646K +3,975 New
MFS
594
Mirabella Financial Services
United Kingdom
$644K +$644K +3,959 New
TMAM
595
Tokio Marine Asset Management
Japan
$643K +$312K +1,920 +94%
SCM
596
Schnieders Capital Management
California
$639K – – –
TCWM
597
Total Clarity Wealth Management
Illinois
$632K – – –
IMRF
598
Illinois Municipal Retirement Fund
Illinois
$622K +$622K +3,828 New
SMC
599
Smith, Moore & Co
Missouri
$619K +$90K +554 +17%
OPS
600
Orion Portfolio Solutions
Nebraska
$615K +$37.6K +231 +7%
22 23
24
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