XYZ

Block, Inc.
XYZ

Overview Fund Activity

1,236 hedge funds and large institutions have $64.6B invested in Block, Inc. in 2020 Q4 according to their latest regulatory filings, with 327 funds opening new positions, 473 increasing their positions, 330 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,236
Holders Change
+244
Holders Change %
+24.6%
% of All Funds
21.93%
Holding in Top 10
78
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+36.84%
% of All Funds
1.38%
New
327
Increased
473
Reduced
330
Closed
71
Calls
$6.23B
Puts
$9.56B
Net Calls
-$3.33B
Net Calls Change
-$1.64B

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$1.86B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$779M
3
BlackRock
BlackRock
New York
+$462M
4
AIM
ARK Investment Management
Florida
+$273M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$250M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.49B
2
Fidelity International
Fidelity International
Bermuda
-$635M
3
Capital World Investors
Capital World Investors
California
-$511M
4
HCM
HMI Capital Management
California
-$279M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$277M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCS
626
Personal CFO Solutions
New Jersey
$1.13M -$435 -2 -0%
SL
627
Stevard LLC
Illinois
$1.12M -$501K -2,299 -31%
IA
628
IAM Advisory
Pennsylvania
$1.11M +$1.11M +4,879 New
AC
629
Addison Capital
Pennsylvania
$1.11M +$2.18K +10 +0.2%
PWM
630
Perigon Wealth Management
California
$1.11M +$109K +502 +11%
CI Investments Inc
631
CI Investments Inc
Ontario, Canada
$1.1M +$49.4K +227 +5%
TA
632
Tiedemann Advisors
New York
$1.1M +$1.1M +5,034 New
CIAS
633
Capital Investment Advisory Services
North Carolina
$1.1M +$1.1M +5,029 New
GPCM
634
Granite Point Capital Management
Massachusetts
$1.09M +$1.09M +5,000 New
CCMT
635
CMT Capital Markets Trading
Germany
$1.09M +$1.09M +5,000 New
DACS
636
Dymon Asia Capital (Singapore)
Singapore
$1.09M +$1.09M +4,987 New
SAM
637
Sompo Asset Management
Japan
$1.07M -$270K -1,240 -20%
FPS
638
Fieldpoint Private Securities
Connecticut
$1.07M +$399K +1,836 +59%
AIP
639
Almanack Investment Partners
Pennsylvania
$1.06M +$130K +599 +14%
SFG
640
SageGuard Financial Group
Tennessee
$1.05M +$1.05M +4,841 New
PWSG
641
Pacific Wealth Strategies Group
California
$1.04M +$1.04M +4,292 New
FAIM
642
Financial Advocates Investment Management
Washington
$1.02M -$22.2K -102 -2%
BAM
643
Belpointe Asset Management
Nevada
$1.02M -$1.31M -6,037 -56%
AWA
644
Aaron Wealth Advisors
Illinois
$1M +$1M +4,613 New
GAMC
645
Garner Asset Management Corp
Texas
$1M +$4.35K +20 +0.4%
GC
646
Grimes & Company
Massachusetts
$988K -$59K -271 -6%
OSAM
647
O'Shaughnessy Asset Management
Connecticut
$988K +$561K +2,581 +132%
AA
648
Ancora Advisors
Ohio
$987K -$8.93K -41 -0.9%
FB
649
Fulton Bank
Pennsylvania
$984K +$37K +170 +4%
ADIM
650
Alpha DNA Investment Management
Maryland
$981K +$981K +4,510 New
24 25
26
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