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 %
CFG
676
Cooper Financial Group
California
$233K +$233K +2,216 New
PA
677
Pinnacle Associates
New York
$233K +$233K +2,221 New
AC
678
Abbrea Capital
California
$233K +$233K +2,225 New
PA
679
Procyon Advisors
Connecticut
$232K +$117K +1,110 +101%
SMH
680
Sanders Morris Harris
Texas
$232K +$232K +2,000 New
MWM
681
Meridian Wealth Management
Kentucky
$232K +$232K +2,216 New
WBG
682
Wharton Business Group
Pennsylvania
$231K +$231K +2,198 New
APW
683
Aurora Private Wealth
New Jersey
$228K -$357K -3,394 -61%
MIH
684
Meitav Investment House
Israel
$228K +$228K +2,169 New
AW
685
ACG Wealth
Georgia
$227K +$227K +2,164 New
TPWA
686
TRUE Private Wealth Advisors
Oregon
$224K +$62.8K +600 +39%
SEC
687
Seven Eight Capital
New York
$224K +$224K +2,137 New
Cerity Partners
688
Cerity Partners
New York
$220K +$220K +2,094 New
IAP
689
Indie Asset Partners
Indiana
$217K +$217K +1,560 New
HCM
690
Hollencrest Capital Management
California
$215K +$215K +2,047 New
TMAM
691
Tokio Marine Asset Management
Japan
$214K +$214K +2,035 New
FVWA
692
Foster Victor Wealth Advisors
South Carolina
$211K -$421K -4,018 -67%
CWM
693
Calamos Wealth Management
Illinois
$210K +$210K +2,000 New
BF
694
BOK Financial
Oklahoma
$210K +$210K +2,000 New
SM
695
SG3 Management
Puerto Rico
$210K +$210K +2,000 New
BCM
696
Brookstone Capital Management
Illinois
$210K +$210K +2,000 New
SB
697
Strategic Blueprint
Georgia
$205K +$205K +1,950 New
RA
698
RFG Advisory
Alabama
$203K +$203K +1,931 New
FMBTD
699
First Midwest Bank Trust Division
Illinois
$203K +$203K +1,935 New
TC
700
TradeLink Capital
Illinois
$201K +$201K +1,920 New
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