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 %
CFA
701
Carroll Financial Associates
North Carolina
$363K +$310K +1,909 +584%
TIS
702
Tortoise Index Solutions
Kansas
$362K -$213K -1,309 -37%
FCI
703
Financial Counselors Inc
Kansas
$361K -$18.7K -115 -5%
BO
704
BRR OpCo
Ohio
$361K +$650 +4 +0.2%
AW
705
ACG Wealth
Georgia
$360K +$7.81K +48 +2%
RI
706
Redwood Investments
Massachusetts
$359K -$5.21K -32 -1%
UB
707
UMB Bank
Missouri
$358K – – –
WBG
708
Wharton Business Group
Pennsylvania
$357K – – –
PFA
709
Paradigm Financial Advisors
Missouri
$356K -$32.5K -200 -8%
PA
710
Procyon Advisors
Connecticut
$356K -$2.76K -17 -0.8%
GIA
711
Gladstone Institutional Advisory
Florida
$356K +$356K +2,189 New
CFG
712
Cooper Financial Group
California
$355K -$5.37K -33 -1%
EWA
713
Evolution Wealth Advisors
Florida
$352K -$99.5K -613 -22%
TPWA
714
TRUE Private Wealth Advisors
Oregon
$348K – – –
Lido Advisors
715
Lido Advisors
California
$348K +$348K +2,143 New
GAM
716
Griffin Asset Management
New York
$342K -$112K -689 -25%
UR
717
USCA RIA
Texas
$341K +$341K +2,100 New
BF
718
BOK Financial
Oklahoma
$338K +$12.8K +79 +4%
CFS
719
CRA Financial Services
New Jersey
$338K +$338K +2,080 New
JAWM
720
J. Arnold Wealth Management
Ohio
$337K -$25.8K -159 -7%
SB
721
Strategic Blueprint
Georgia
$337K +$20.5K +126 +6%
EI
722
Ethic Inc
New York
$336K +$336K +2,068 New
CWM
723
Calamos Wealth Management
Illinois
$332K +$6.83K +42 +2%
RC
724
RegentAtlantic Capital
New Jersey
$332K +$332K +2,044 New
LI
725
LVZ Inc
Michigan
$332K +$332K +2,045 New
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