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 %
WEC
751
Winslow Evans & Crocker
Massachusetts
$72K – – –
GWS
752
Glassman Wealth Services
Virginia
$71K +$6.83K +65 +11%
MWA
753
MFA Wealth Advisors
Pennsylvania
$66.2K -$4.21M -40,079 -98%
AWM
754
Atticus Wealth Management
Florida
$60K +$1.36K +13 +2%
ST
755
Smithfield Trust
Pennsylvania
$55K +$19K +180 +53%
EWM
756
Edge Wealth Management
New York
$55K +$55K +520 New
AWM
757
Apollon Wealth Management
South Carolina
$54K +$54K +513 New
DOA
758
D'Orazio & Associates
Virginia
$52K – – –
MA
759
MUFG Americas
New York
$52K +$44.1K +424 +558%
UOTTAIMCU
760
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$52K +$52K +500 New
CB
761
CNB Bank
Pennsylvania
$50K +$18.9K +181 +61%
CFG
762
Capstone Financial Group
Oklahoma
$50K +$50K +400 New
FHA
763
First Horizon Advisors
Tennessee
$45K – – –
OC
764
Oakworth Capital
Alabama
$45K +$9.15K +87 +26%
EDRH
765
Edmond de Rothschild Holding
Switzerland
$43K +$43K +411 New
QCG
766
Quadrant Capital Group
Ohio
$42K -$116K -1,113 -73%
FCA
767
FinTrust Capital Advisors
South Carolina
$42K -$17.5K -165 -29%
IRAG
768
Investment Research & Advisory Group
Georgia
$42K – – –
BSAM
769
Blue Square Asset Management
New York
$42K +$42K +398 New
MAM
770
Meeder Asset Management
Ohio
$40K +$7.27K +70 +22%
ETI
771
Enterprise Trust & Investment
California
$37K – – –
BWP
772
Baldwin Wealth Partners
Massachusetts
$36K -$10.4K -100 -22%
BWL
773
Bogart Wealth LLC
Virginia
$35K – – –
BFC
774
Bedel Financial Consulting
Indiana
$34K -$523 -5 -2%
CFA
775
Carroll Financial Associates
North Carolina
$34K – – –
29 30
31
32 33