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 %
IWC
626
Integrated Wealth Concepts
Massachusetts
$509K +$10.1K +62 +2%
ER
627
Enlightenment Research
Florida
$504K -$634K -3,900 -56%
VHAM
628
Van Hulzen Asset Management
California
$504K -$341K -2,100 -40%
TC
629
Truvestments Capital
Florida
$504K +$116K +713 +30%
SCA
630
Spearhead Capital Advisors
Florida
$502K +$22.7K +140 +5%
FPS
631
Fieldpoint Private Securities
Connecticut
$502K +$502K +3,087 New
SF
632
Synovus Financial
Georgia
$497K – – –
ACI
633
Alpha Cubed Investments
California
$494K -$126K -774 -20%
NI
634
Nepsis Inc
Minnesota
$493K -$20.9M -128,467 -98%
MFG
635
Menard Financial Group
Texas
$493K +$131K +804 +36%
FGA
636
Fortis Group Advisors
New Jersey
$489K +$489K +3,013 New
MGAM
637
McGowan Group Asset Management
Texas
$488K -$284K -1,746 -37%
CS
638
Comerica Securities
Michigan
$488K -$10.1K -62 -2%
MAM
639
Morse Asset Management
Connecticut
$488K +$488K +3,000 New
RIA
640
Realta Investment Advisors
Delaware
$483K -$94.6K -582 -16%
RG
641
Rathbones Group
United Kingdom
$481K +$76.8K +472 +19%
CGH
642
Crossmark Global Holdings
Texas
$480K +$17.9K +110 +4%
PAI
643
Pittenger & Anderson Inc
Nebraska
$480K +$52.9K +325 +12%
ECM
644
ETrade Capital Management
Virginia
$476K +$103K +635 +28%
HMS
645
Hanseatic Management Services
New Mexico
$476K +$476K +2,927 New
VLC
646
Van Leeuwen & Company
New Jersey
$475K -$48.8K -300 -9%
PIMG
647
Patriot Investment Management Group
Tennessee
$474K -$97.1K -598 -17%
TM
648
Titan Managers
Arizona
$471K +$471K +2,896 New
QC
649
QCM Cayman
Texas
$471K +$471K +2,898 New
SRAM
650
Spouting Rock Asset Management
Pennsylvania
$471K +$471K +2,900 New
24 25
26
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