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 %
CST
676
Charles Schwab Trust
Nevada
$871K – – –
DAM
677
Deltec Asset Management
New York
$871K +$871K +4,000 New
CC
678
Codex Capital
New York
$868K – – –
RBFC
679
Roman Butler Fullerton & Co
Missouri
$861K -$10.4K -48 -1%
GIA
680
Gladstone Institutional Advisory
Florida
$859K +$383K +1,760 +80%
SCM
681
Schnieders Capital Management
California
$855K – – –
CCM
682
Cinctive Capital Management
New York
$852K +$852K +3,916 New
CCG
683
Capital CS Group
California
$851K +$851K +3,911 New
SF
684
Synovus Financial
Georgia
$844K +$180K +830 +27%
Koshinski Asset Management
685
Koshinski Asset Management
Illinois
$842K -$108K -495 -11%
CW
686
CreativeOne Wealth
Kansas
$827K +$827K +3,798 New
CG
687
Caprock Group
Idaho
$823K -$42K -193 -5%
FMLI
688
Fukoku Mutual Life Insurance
Japan
$812K +$246K +1,130 +43%
PCA
689
Personal Capital Advisors
California
$810K +$125K +575 +18%
FT
690
Fiduciary Trust
Massachusetts
$805K +$264K +1,214 +49%
CAGAS
691
Capital Advisory Group Advisory Services
Minnesota
$799K -$136K -626 -15%
RG
692
Rathbones Group
United Kingdom
$793K +$150K +688 +23%
GWSG
693
GPS Wealth Strategies Group
Colorado
$789K +$64.9K +298 +9%
C
694
Certuity
Florida
$788K +$296K +1,359 +60%
S
695
Seeyond
France
$774K +$78.8K +362 +11%
HCMNY
696
Howard Capital Management (New York)
New York
$769K +$7.18K +33 +0.9%
MAFM
697
Mid Atlantic Financial Management
Pennsylvania
$765K +$416K +1,913 +119%
CWS
698
Cypress Wealth Services
California
$765K +$765K +3,514 New
CI
699
Cigna Investments
Connecticut
$763K -$57.7K -265 -7%
UB
700
UMB Bank
Missouri
$757K +$14.6K +67 +2%
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