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 %
CI
601
Cigna Investments
Connecticut
$613K +$20K +123 +3%
FANJ
602
Financial Architects (New Jersey)
New Jersey
$607K +$192K +1,181 +46%
LS
603
Livforsakringsbolaget Skandia
Sweden
$601K -$114K -700 -16%
KWM
604
Kingsview Wealth Management
Oregon
$592K +$3.41K +21 +0.6%
PAS
605
Partnervest Advisory Services
California
$585K +$13.3K +82 +2%
AFP
606
Ausdal Financial Partners
Iowa
$581K -$30.1K -185 -5%
HH
607
Hilltop Holdings
Texas
$578K +$578K +3,553 New
TFS
608
TrustCore Financial Services
Tennessee
$570K -$435K -2,675 -43%
HCMNY
609
Howard Capital Management (New York)
New York
$569K – – –
PVH
610
Psagot Value Holdings
Israel
$569K – – –
TM
611
Tiger Management
New York
$569K +$569K +3,500 New
WA
612
Wealth Alliance
New York
$560K -$132K -810 -19%
UCMOK
613
United Capital Management of KS
Kansas
$557K +$61.3K +377 +12%
TEC
614
Tiger Eye Capital
Tennessee
$556K – – –
PCG
615
Private Capital Group
Connecticut
$555K -$9.27K -57 -2%
PG
616
Pendal Group
Australia
$552K +$21.8K +134 +4%
RWB
617
RMR Wealth Builders
New Jersey
$546K +$46.3K +285 +9%
GG
618
Gofen & Glossberg
Illinois
$545K +$155K +955 +40%
GWSG
619
GPS Wealth Strategies Group
Colorado
$541K +$541K +3,327 New
KTC
620
Kistler-Tiffany Companies
Pennsylvania
$531K -$20.5K -126 -4%
LOAME
621
Lombard Odier Asset Management (Europe)
United Kingdom
$530K +$530K +3,262 New
WU
622
Wealthsimple US
New York
$527K -$2.11K -13 -0.4%
S
623
Seeyond
France
$519K -$54.1K -333 -9%
AI
624
Atom Investors
Texas
$516K +$516K +3,172 New
PCA
625
Personal Capital Advisors
California
$512K -$44.6K -274 -8%
23 24
25
26 27