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 %
AIM
701
Acropolis Investment Management
Missouri
$200K -$10.5K -100 -5%
PA
702
PFG Advisors
Arizona
$200K +$200K +1,564 New
RCA
703
Ranch Capital Advisors
Florida
$196K -$20.6K -148 -9%
CAW
704
Cornerstone Advisors (Washington)
Washington
$196K +$33.5K +318 +21%
FP
705
Financial Perspectives
Minnesota
$184K – – –
CG
706
Cutler Group
California
$180K -$14.4M -137,820 -99%
ALAM
707
Asahi Life Asset Management
Japan
$178K +$178K +1,700 New
BAMCO Inc
708
BAMCO Inc
New York
$176K +$176K +1,679 New
HI
709
Hudock Inc
Pennsylvania
$159K – – –
GFPC
710
Global Financial Private Client
Florida
$158K -$2.9K -25 -2%
AF
711
Allworth Financial
California
$156K -$36.8K -350 -19%
First Manhattan
712
First Manhattan
New York
$149K +$17.8K +170 +14%
KPW
713
Kore Private Wealth
New York
$148K +$38.2K +364 +35%
LDFR
714
Lehman & Derafelo Financial Resources
Pennsylvania
$148K +$148K +1,410 New
WAM
715
Wolverine Asset Management
Illinois
$144K -$9.09K -87 -6%
EI
716
Ellevest Inc
New York
$144K +$50.7K +482 +54%
CQS
717
Credential Qtrade Securities
$142K +$8.19K +78 +6%
KPCM
718
Kings Point Capital Management
New York
$140K – – –
FCM
719
Firestone Capital Management
Florida
$136K +$136K +1,298 New
EP
720
Eudaimonia Partners
Tennessee
$131K +$51.4K +492 +65%
LFG
721
Larson Financial Group
Missouri
$129K +$82.3K +787 +176%
CFD
722
Creative Financial Designs
Indiana
$129K +$111K +1,058 +622%
GRP
723
Global Retirement Partners
California
$114K -$9.68K -92 -8%
WT
724
Washington Trust
Rhode Island
$111K -$64.4K -623 -37%
PO
725
Private Ocean
California
$111K -$62.7K -600 -36%
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