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 %
V
676
Veritable
Delaware
$409K +$13.3K +82 +3%
BFEC
677
Benjamin F. Edwards & Company
Missouri
$407K -$239K -1,474 -37%
RCM
678
Requisite Capital Management
Texas
$406K -$1.67M -10,310 -80%
SBH
679
Segall Bryant & Hamill
Illinois
$406K – – –
ISWM
680
Independent Solutions Wealth Management
New York
$405K -$545K -3,354 -57%
FT
681
Fiduciary Trust
Massachusetts
$404K -$56.9K -350 -12%
AL
682
Arnhold LLC
New York
$397K – – –
CCA
683
Checchi Capital Advisers
California
$395K -$130K -798 -25%
CAW
684
Cornerstone Advisors (Washington)
Washington
$394K +$91.2K +561 +30%
SAM
685
Silvercrest Asset Management
New York
$391K +$391K +2,405 New
TPCW
686
TD Private Client Wealth
New York
$390K +$384K +2,361 +6,213%
PCM
687
Penserra Capital Management
California
$388K -$157K -970 -29%
EWM
688
Executive Wealth Management
Michigan
$388K +$5.2K +32 +1%
ADL
689
Asset Dedication LLC
California
$388K +$379K +2,329 +4,235%
MWM
690
Meridian Wealth Management
Kentucky
$387K +$27.6K +170 +8%
AFC
691
AFT Forsyth & Company
Florida
$384K – – –
WAS
692
Wealth Advisory Solutions
Indiana
$384K +$384K +2,368 New
SA
693
Strategic Advisors
New York
$383K +$15.7K +87 +4%
EFSCE
694
Enterprise Financial Services Corp (EFSC)
Missouri
$378K -$12K -74 -3%
CA
695
Calton & Associates
Florida
$374K -$17.6K -108 -4%
AGM
696
Alpine Global Management
New York
$373K -$971K -5,979 -72%
RM
697
Resource Management
Louisiana
$369K +$369K +2,271 New
DZ Bank
698
DZ Bank
Germany
$368K +$368K +2,268 New
C
699
Certuity
Florida
$367K +$367K +2,253 New
LSPW
700
Lake Street Private Wealth
Illinois
$365K -$55.8K -343 -13%
26 27
28
29 30