XYZ

Block, Inc.

753 hedge funds and large institutions have $14.7B invested in Block, Inc. in 2020 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 300 increasing their positions, 238 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
-30
Holders Change %
-3.83%
% of All Funds
16.63%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.64%
New
125
Increased
300
Reduced
238
Closed
147
Calls
$1.16B
Puts
$1.88B
Net Calls
-$716M
Net Calls Change
+$730M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
701
Sowa Financial Group
Rhode Island
$7K
MWM
702
MBE Wealth Management
Wisconsin
$7K +$7K +151 New
CAM
703
CenterStar Asset Management
Illinois
$6K
SSB
704
Sandy Spring Bank
Maryland
$6K +$531 +10 +10%
AA
705
Advisory Alpha
Michigan
$5.63K +$4.02K +65 +250%
HRC
706
Hoertkorn Richard Charles
$5K
BCM
707
Bourgeon Capital Management
Connecticut
$5K
BCM
708
Blume Capital Management
California
$5K
AIC
709
Archer Investment Corporation
Indiana
$5K +$5K +94 New
BWA
710
BDO Wealth Advisors
Florida
$5K +$5K +100 New
NSIM
711
North Star Investment Management
Illinois
$5K +$5K +105 New
WQ
712
Wealth Quarterback
New Jersey
$4.4K +$786 +15 +22%
MA
713
MCF Advisors
Kentucky
$4K
LPWM
714
Lake Point Wealth Management
Texas
$4K
MA
715
MUFG Americas
New York
$4K
ICM
716
Islay Capital Management
Texas
$4K
PCMK
717
Paragon Capital Management (Kansas)
Kansas
$4K +$4K +67 New
AC
718
AlphaCore Capital
California
$4K +$4K +70 New
LSA
719
Lion Street Advisors
Texas
$4K +$4K +75 New
TPCW
720
TD Private Client Wealth
New York
$3.04K -$2.31K -44 -43%
NL
721
NVWM LLC
Pennsylvania
$3K -$4.38K -73 -59%
ADL
722
Asset Dedication LLC
California
$3K
TL
723
TrueWealth LLC
Georgia
$3K
EIP
724
Ellis Investment Partners
Pennsylvania
$3K
LWM
725
Liberty Wealth Management
California
$3K