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 %
WA
701
Wealth Alliance
New York
$756K +$6.1K +28 +0.8%
ETC
702
Exchange Traded Concepts
Oklahoma
$756K +$332K +1,525 +78%
BC
703
Bridgefront Capital
Texas
$746K +$746K +3,428 New
TEC
704
Tiger Eye Capital
Tennessee
$744K – – –
PG
705
Pendal Group
Australia
$739K – – –
SMF
706
Sterling Manor Financial
New York
$736K +$736K +3,380 New
IA
707
Insight Advisors
Pennsylvania
$734K +$734K +3,371 New
JAWM
708
J. Arnold Wealth Management
Ohio
$732K +$280K +1,289 +62%
GG
709
Gofen & Glossberg
Illinois
$730K – – –
CF
710
Centaurus Financial
California
$729K -$596K -2,739 -45%
TC
711
Truvestments Capital
Florida
$723K +$48.1K +221 +7%
WWM
712
WJ Wealth Management
Arizona
$722K +$129K +594 +22%
Cerity Partners
713
Cerity Partners
New York
$720K +$123K +566 +21%
KTC
714
Kistler-Tiffany Companies
Pennsylvania
$718K +$6.53K +30 +0.9%
BIAS
715
Beacon Investment Advisory Services
New Jersey
$718K +$718K +3,297 New
ACI
716
Alpha Cubed Investments
California
$716K +$54.4K +250 +8%
TFS
717
TrustCore Financial Services
Tennessee
$714K -$49.4K -227 -6%
EI
718
Ethic Inc
New York
$713K +$263K +1,210 +59%
WU
719
Wealthsimple US
New York
$706K – – –
SBH
720
Segall Bryant & Hamill
Illinois
$703K +$158K +722 +29%
V
721
Veritable
Delaware
$701K +$154K +709 +28%
RWB
722
RMR Wealth Builders
New Jersey
$698K -$32.6K -150 -4%
AC
723
Abbrea Capital
California
$698K +$698K +3,205 New
CS
724
Comerica Securities
Michigan
$694K +$40.3K +185 +6%
RWA
725
Redhawk Wealth Advisors
Minnesota
$692K +$692K +3,178 New
27 28
29
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