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 %
QPWM
626
Quadrant Private Wealth Management
Pennsylvania
$306K +$306K +2,916 New
HWM
627
Howard Wealth Management
Connecticut
$302K +$302K +2,881 New
SUT
628
SC US (TTGP)
California
$300K -$46.6M -443,843 -99%
CGH
629
Crossmark Global Holdings
Texas
$299K +$299K +2,845 New
FWM
630
Focused Wealth Management
New York
$298K – – –
FFS
631
Founders Financial Securities
Maryland
$298K +$298K +2,451 New
FT
632
Fiduciary Trust
Massachusetts
$298K +$298K +2,835 New
OC
633
Oarsman Capital
Wisconsin
$298K +$298K +2,836 New
SIC
634
SFE Investment Counsel
California
$296K +$296K +2,822 New
QI
635
QS Investors
New York
$294K +$31.5K +300 +12%
DWM
636
Dorchester Wealth Management
Quebec, Canada
$293K +$293K +2,790 New
GAM
637
Griffin Asset Management
New York
$293K +$293K +2,793 New
EWA
638
Evolution Wealth Advisors
Florida
$292K +$77.7K +740 +36%
CPA
639
Clear Perspective Advisors
Illinois
$292K +$292K +2,786 New
CBT
640
Central Bank & Trust
Kentucky
$291K +$162K +1,540 +125%
MMA
641
Miracle Mile Advisors
California
$291K +$291K +2,769 New
CAMG
642
CWA Asset Management Group
Florida
$285K +$285K +2,720 New
MHR
643
Matthew Hamilton Rosenberg
$283K +$156K +1,488 +123%
LOAMU
644
Lombard Odier Asset Management (USA)
New York
$283K +$283K +2,699 New
FPCP
645
Fort Point Capital Partners
California
$283K +$283K +2,700 New
PAI
646
Pittenger & Anderson Inc
Nebraska
$275K -$169K -1,610 -38%
DS
647
DRW Securities
Illinois
$274K +$274K +2,610 New
CCM
648
Canal Capital Management
Virginia
$274K +$274K +2,610 New
LSPW
649
Lake Street Private Wealth
Illinois
$271K +$271K +2,587 New
FANJ
650
Financial Architects (New Jersey)
New Jersey
$268K +$21K +200 +8%
24 25
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