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 %
HWM
651
Howard Wealth Management
Connecticut
$468K +$325 +2 +0.1%
SUT
652
SC US (TTGP)
California
$464K – – –
HCM
653
Hodges Capital Management
Texas
$463K -$252K -1,550 -35%
DWM
654
Dorchester Wealth Management
Quebec, Canada
$461K +$7.32K +45 +2%
LOAMS
655
Lombard Odier Asset Management (Switzerland)
Switzerland
$461K +$461K +2,836 New
ET
656
Equitable Trust
Tennessee
$458K -$117K -720 -20%
CBT
657
Central Bank & Trust
Kentucky
$450K -$163 -1 -0%
Cerity Partners
658
Cerity Partners
New York
$446K +$106K +649 +31%
WWM
659
WJ Wealth Management
Arizona
$443K -$436K -2,685 -50%
CAMG
660
CWA Asset Management Group
Florida
$442K – – –
OGC
661
Oak Grove Capital
New Hampshire
$441K -$65.1K -400 -13%
SWA
662
Stratos Wealth Advisors
Ohio
$440K +$440K +2,708 New
CWM
663
Cornerstone Wealth Management
Missouri
$439K +$38.9K +239 +10%
BUB
664
BBVA USA Bancshares
Texas
$438K -$78.9K -492 -15%
FWM
665
Focused Wealth Management
New York
$438K -$24.4K -150 -5%
MHR
666
Matthew Hamilton Rosenberg
$438K – – –
WP
667
WealthPLAN Partners
Nebraska
$429K +$9.64K +54 +2%
GAM
668
Grandview Asset Management
Pennsylvania
$428K +$428K +2,635 New
WCWM
669
Willow Creek Wealth Management
California
$426K -$96.5K -594 -18%
OC
670
Oarsman Capital
Wisconsin
$424K -$37.4K -230 -8%
FMLI
671
Fukoku Mutual Life Insurance
Japan
$423K -$130K -800 -24%
B
672
Barings
North Carolina
$423K +$423K +2,603 New
FBB
673
Fulton Breakefield Broenniman
Maryland
$420K +$420K +2,586 New
CCM
674
Canal Capital Management
Virginia
$418K -$6.51K -40 -2%
EP
675
EPIQ Partners
Minnesota
$409K -$4.62K -26 -1%
25 26
27
28 29