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 %
CCA
651
Column Capital Advisors
Indiana
$965K -$17K -78 -2%
SS
652
Sunbelt Securities
Texas
$958K +$23.7K +109 +3%
KWM
653
Kingsview Wealth Management
Oregon
$953K +$161K +738 +20%
PP
654
Paloma Partners
Connecticut
$949K -$40.4M -185,806 -98%
SMC
655
Smith, Moore & Co
Missouri
$948K +$119K +545 +14%
CT
656
Coastline Trust
Rhode Island
$947K – – –
HH
657
Hilltop Holdings
Texas
$940K +$167K +767 +22%
MFG
658
Menard Financial Group
Texas
$939K +$279K +1,283 +42%
NCM
659
Next Capital Management
New York
$935K – – –
FANJ
660
Financial Architects (New Jersey)
New Jersey
$935K +$122K +561 +15%
FTUS
661
Flow Traders U.S.
New York
$935K +$935K +4,298 New
MRCM
662
M&R Capital Management
New Jersey
$931K -$39.2K -180 -4%
SOADOR
663
State of Alaska Department of Revenue
Alaska
$930K +$930K +4,277 New
NIM
664
NuWave Investment Management
New Jersey
$909K +$902K +4,144 +12,950%
TCWM
665
Total Clarity Wealth Management
Illinois
$908K +$61K +280 +7%
GAG
666
GM Advisory Group
New York
$905K -$73.1K -336 -7%
EWM
667
Empirical Wealth Management
Washington
$899K -$195K -894 -18%
OPS
668
Orion Portfolio Solutions
Nebraska
$894K +$71.2K +327 +9%
MIG
669
McGuire Investment Group
Rhode Island
$888K – – –
PP
670
Professional Planning
California
$887K +$887K +4,076 New
BL
671
BFSG LLC
California
$884K +$884K +4,062 New
RCM
672
RB Capital Management
Nevada
$879K -$18.5K -85 -2%
MPW
673
Monterey Private Wealth
California
$879K +$871 +4 +0.1%
PIM
674
Profit Investment Management
Maryland
$877K +$5.44K +25 +0.6%
LWM
675
Lyell Wealth Management
California
$875K -$14.6K -67 -2%
25 26
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