XYZ

Block, Inc.

753 hedge funds and large institutions have $14.7B invested in Block, Inc. in 2020 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 300 increasing their positions, 238 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
-30
Holders Change %
-3.83%
% of All Funds
16.63%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.64%
New
125
Increased
300
Reduced
238
Closed
147
Calls
$1.16B
Puts
$1.88B
Net Calls
-$716M
Net Calls Change
+$730M
Name Holding Trade Value Shares
Change
Shares
Change %
IRAG
651
Investment Research & Advisory Group
Georgia
$21K +$21K +400 New
ST
652
Smithfield Trust
Pennsylvania
$18K
ETI
653
Enterprise Trust & Investment
California
$18K
OC
654
Oakworth Capital
Alabama
$18K +$1.8K +34 +11%
CFG
655
Citizens Financial Group
Rhode Island
$18K +$7.9K +155 +78%
CFA
656
Carroll Financial Associates
North Carolina
$17K -$11.7K -226 -41%
BWL
657
Bogart Wealth LLC
Virginia
$17K
BFC
658
Bedel Financial Consulting
Indiana
$17K +$11.8K +230 +230%
SJIM
659
St. Johns Investment Management
Florida
$17K +$17K +318 New
SWA
660
Sutton Wealth Advisors
Florida
$16.2K +$1.47K +28 +10%
CB
661
CNB Bank
Pennsylvania
$16K -$31.7K -593 -66%
VNA
662
Valley National Advisers
Pennsylvania
$16K
Bessemer Group
663
Bessemer Group
New Jersey
$16K
MAM
664
Meeder Asset Management
Ohio
$16K +$9.8K +193 +158%
RWG
665
Regal Wealth Group
California
$16K +$10.9K +212 +212%
OCM
666
Ovata Capital Management
Hong Kong
$16K +$16K +300 New
LWANC
667
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K
JSC
668
Jackson Square Capital
California
$14K
SFPG
669
Stonebridge Financial Planning Group
Florida
$13K -$13.6K -235 -51%
BCA
670
Berman Capital Advisors
Georgia
$13K -$7.05K -147 -35%
JWA
671
JFS Wealth Advisors
Pennsylvania
$13K
PP
672
PrairieView Partners
Minnesota
$13K +$13K +250 New
FMII
673
Farmers & Merchants Investments Inc
Nebraska
$13K +$13K +250 New
EW
674
Evoke Wealth
California
$12.9K +$12.9K +246 New
LIA
675
LS Investment Advisors
Michigan
$12K -$79.9K -1,571 -87%