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 %
SIC
726
SFE Investment Counsel
California
$327K -$132K -810 -29%
FVWA
727
Foster Victor Wealth Advisors
South Carolina
$327K – – –
MCM
728
MAI Capital Management
Ohio
$327K +$327K +2,013 New
KC
729
KCL Capital
New York
$326K +$326K +2,005 New
AGA
730
Arkos Global Advisors
Texas
$325K -$221K -1,360 -40%
FPCP
731
Fort Point Capital Partners
California
$325K -$114K -700 -26%
BJL
732
Brighton Jones LLC
Washington
$323K +$323K +1,988 New
TW
733
TrinityPoint Wealth
Connecticut
$321K -$66.1K -406 -17%
APW
734
Aurora Private Wealth
New Jersey
$320K -$32.8K -202 -9%
HCM
735
Hollencrest Capital Management
California
$320K -$12.7K -78 -4%
VC
736
Vicus Capital
Pennsylvania
$320K +$320K +1,971 New
OSAM
737
O'Shaughnessy Asset Management
Connecticut
$319K +$165K +1,017 +108%
RA
738
RFG Advisory
Alabama
$317K +$3.41K +21 +1%
WIA
739
Wealthstreet Investment Advisors
Texas
$317K +$317K +1,950 New
ETC
740
Exchange Traded Concepts
Oklahoma
$316K +$195K +1,203 +162%
AIM
741
Acropolis Investment Management
Missouri
$310K – – –
DA
742
DSC Advisors
Illinois
$307K +$307K +1,890 New
KPW
743
Kore Private Wealth
New York
$306K +$76.9K +474 +34%
AR
744
Advisory Research
Illinois
$301K -$1.11M -6,829 -79%
FAM
745
Formidable Asset Management
Ohio
$298K -$619K -3,742 -67%
FMBTD
746
First Midwest Bank Trust Division
Illinois
$298K -$16.2K -100 -5%
JIP
747
Jaffetilchin Investment Partners
Florida
$296K +$296K +1,820 New
EP
748
Eudaimonia Partners
Tennessee
$295K +$91.3K +562 +45%
MAFM
749
Mid Atlantic Financial Management
Pennsylvania
$295K +$295K +1,601 New
SSWM
750
Sheets Smith Wealth Management
North Carolina
$295K +$295K +1,812 New
28 29
30
31 32