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 %
LC
726
Lindbrook Capital
California
$109K +$3.67K +35 +3%
ANBT
727
American National Bank & Trust
Texas
$105K – – –
CA
728
Crewe Advisors
Utah
$105K – – –
MF
729
Manchester Financial
California
$105K – – –
JCM
730
Jacobi Capital Management
Pennsylvania
$103K +$1.57K +15 +2%
WC
731
Wexford Capital
Florida
$100K +$100K +950 New
S
732
SignatureFD
Georgia
$99K -$21.8K -207 -18%
OSAM
733
O'Shaughnessy Asset Management
Connecticut
$99K +$97.7K +932 +7,767%
CLOS
734
Compagnie Lombard Odier SCmA
Switzerland
$98K -$427K -4,100 -81%
BEI
735
Benjamin Edwards Inc
Missouri
$95K +$1.26K +12 +1%
CAL
736
Capital Advisors Ltd
Ohio
$94K – – –
MAWCM
737
Mine & Arao Wealth Creation & Management
California
$94K – – –
AIM
738
Anchor Investment Management
South Carolina
$93.4K – – –
LWCFA
739
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$87K – – –
CFB
740
Cullen/Frost Bankers
Texas
$87K +$36.8K +352 +73%
PFGIA
741
Patriot Financial Group Insurance Agency
Massachusetts
$85K -$117K -1,114 -58%
HNB
742
Huntington National Bank
Ohio
$85K -$6.91K -66 -8%
HWA
743
HHM Wealth Advisors
Tennessee
$83K – – –
WCG
744
Weaver Consulting Group
California
$80K +$12.6K +120 +19%
ETC
745
Exchange Traded Concepts
Oklahoma
$78K +$61.6K +588 +377%
CAC
746
Certified Advisory Corp
Florida
$77K +$15.8K +150 +26%
BCA
747
Berman Capital Advisors
Georgia
$77K +$49.1K +476 +176%
CFGS
748
Concourse Financial Group Securities
Alabama
$76K -$10.6K -100 -12%
AP
749
Atwood & Palmer
Missouri
$73K – – –
HFS
750
HBC Financial Services
Washington
$73K +$73K +600 New
28 29
30
31 32