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 %
EWA
601
Exencial Wealth Advisors
Oklahoma
$344K +$344K +3,275 New
PG
602
Pendal Group
Australia
$342K -$979K -9,336 -74%
WU
603
Wealthsimple US
New York
$342K -$265K -2,522 -44%
SMC
604
Smith, Moore & Co
Missouri
$342K +$342K +3,255 New
CCA
605
Checchi Capital Advisers
California
$339K +$339K +3,231 New
VLC
606
Van Leeuwen & Company
New Jersey
$338K -$140K -1,338 -29%
CWS
607
Cypress Wealth Services
California
$338K +$338K +3,218 New
BUB
608
BBVA USA Bancshares
Texas
$338K +$338K +3,222 New
WCWM
609
Willow Creek Wealth Management
California
$337K -$105K -1,000 -24%
WP
610
WealthPLAN Partners
Nebraska
$336K +$336K +2,349 New
RE
611
RBC Europe
United Kingdom
$332K -$7.77K -74 -2%
PAS
612
Park Avenue Securities
New York
$328K +$328K +3,121 New
OGC
613
Oak Grove Capital
New Hampshire
$326K -$2.08M -19,836 -86%
DT
614
Diversified Trust
Tennessee
$324K +$324K +3,089 New
RWB
615
RMR Wealth Builders
New Jersey
$323K +$323K +3,074 New
CS
616
Comerica Securities
Michigan
$322K +$322K +3,066 New
IWC
617
Integrated Wealth Concepts
Massachusetts
$322K +$322K +3,068 New
SF
618
Synovus Financial
Georgia
$320K -$532K -5,075 -62%
UCMOK
619
United Capital Management of KS
Kansas
$320K +$320K +3,050 New
CA
620
Clearstead Advisors
Ohio
$319K – – –
FNBOO
621
First National Bank of Omaha
Nebraska
$318K +$318K +3,034 New
AWA
622
Arete Wealth Advisors
Illinois
$314K -$518K -4,941 -62%
QT
623
Quantamental Technologies
New York
$311K -$237K -2,257 -43%
NP
624
NorthRock Partners
Minnesota
$311K +$311K +2,964 New
SCA
625
Spearhead Capital Advisors
Florida
$310K +$310K +2,950 New
23 24
25
26 27