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 %
SA
651
Strategic Advisors
New York
$262K -$318K -2,463 -55%
MRCM
652
M&R Capital Management
New Jersey
$262K +$262K +2,500 New
RG
653
Rathbones Group
United Kingdom
$261K +$261K +2,485 New
SBH
654
Segall Bryant & Hamill
Illinois
$261K +$261K +2,500 New
XS
655
XR Securities
Illinois
$260K -$1.38M -13,191 -84%
CWM
656
Cornerstone Wealth Management
Missouri
$258K -$143K -1,365 -36%
AL
657
Arnhold LLC
New York
$256K +$256K +2,440 New
V
658
Veritable
Delaware
$255K +$255K +2,432 New
MCP
659
Mirador Capital Partners
California
$253K +$253K +2,407 New
EFSCE
660
Enterprise Financial Services Corp (EFSC)
Missouri
$252K +$173K +1,648 +219%
GG
661
Gofen & Glossberg
Illinois
$252K +$252K +2,400 New
CA
662
Calton & Associates
Florida
$252K +$252K +2,406 New
PFA
663
Paradigm Financial Advisors
Missouri
$251K +$251K +2,389 New
TC
664
Truvestments Capital
Florida
$250K +$124K +1,189 +99%
TW
665
TrinityPoint Wealth
Connecticut
$250K +$250K +2,378 New
AFC
666
AFT Forsyth & Company
Florida
$248K -$674K -6,430 -73%
EWM
667
Executive Wealth Management
Michigan
$247K +$247K +2,356 New
GIA
668
Guyasuta Investment Advisors
Pennsylvania
$245K +$245K +2,333 New
FCI
669
Financial Counselors Inc
Kansas
$245K +$245K +2,336 New
EP
670
EPIQ Partners
Minnesota
$244K +$244K +2,326 New
ECM
671
ETrade Capital Management
Virginia
$240K +$240K +2,293 New
JAWM
672
J. Arnold Wealth Management
Ohio
$235K -$720K -6,850 -75%
RI
673
Redwood Investments
Massachusetts
$235K +$235K +2,238 New
MFG
674
Menard Financial Group
Texas
$234K +$234K +2,228 New
BO
675
BRR OpCo
Ohio
$233K +$233K +2,216 New
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