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 %
PCG
726
Private Capital Group
Connecticut
$691K -$52K -239 -7%
UR
727
USCA RIA
Texas
$689K +$232K +1,067 +51%
SSCA
728
South Shore Capital Advisors
Massachusetts
$689K +$689K +3,170 New
AWA
729
Arete Wealth Advisors
Illinois
$687K +$687K +3,136 New
SCA
730
Spearhead Capital Advisors
Florida
$681K +$8.49K +39 +1%
CAMG
731
CWA Asset Management Group
Florida
$677K +$84.7K +389 +14%
MGAM
732
McGowan Group Asset Management
Texas
$655K +$1.31K +6 +0.2%
IWC
733
Integrated Wealth Concepts
Massachusetts
$653K -$28.5K -131 -4%
JWM
734
Jackson Wealth Management
Florida
$653K +$653K +3,000 New
VHAM
735
Van Hulzen Asset Management
California
$651K -$23.3K -107 -3%
SWA
736
Stratos Wealth Advisors
Ohio
$650K +$60.7K +279 +10%
TIM
737
Thornburg Investment Management
New Mexico
$649K -$17M -78,113 -96%
Connor, Clark & Lunn Investment Management (CC&L)
738
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$646K +$646K +2,967 New
CGH
739
Crossmark Global Holdings
Texas
$645K +$2.18K +10 +0.3%
HMS
740
Hanseatic Management Services
New Mexico
$642K +$5.01K +23 +0.8%
CAG
741
Csenge Advisory Group
Florida
$642K +$347K +1,595 +118%
AA
742
Altman Advisors
Illinois
$636K +$636K +2,924 New
HWM
743
Howard Wealth Management
Connecticut
$635K +$8.48K +39 +1%
GAM
744
Griffin Asset Management
New York
$634K +$176K +811 +39%
APW
745
Aurora Private Wealth
New Jersey
$634K +$206K +945 +48%
CWM
746
Cornerstone Wealth Management
Missouri
$633K +$45.7K +210 +8%
AIC
747
Ameritas Investment Company
Nebraska
$630K -$1.16M -5,339 -65%
QI
748
Qtron Investments
Massachusetts
$627K +$627K +2,882 New
AO
749
Advisor OS
Illinois
$625K +$332K +1,527 +113%
SUT
750
SC US (TTGP)
California
$622K +$218 +1 +0%
28 29
30
31 32