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 %
MSL
751
Mackay Shields LLC
New York
$293K -$2.61M -16,054 -90%
GLAM
752
Gardner Lewis Asset Management
Pennsylvania
$293K +$293K +1,805 New
First Manhattan
753
First Manhattan
New York
$292K +$61.6K +380 +27%
GT
754
Greenleaf Trust
Michigan
$291K +$291K +1,789 New
PGIM
755
Pacific Global Investment Management
California
$288K +$288K +1,774 New
IAN
756
Integrated Advisors Network
Texas
$287K +$287K +1,766 New
MCP
757
Mirador Capital Partners
California
$286K -$105K -647 -27%
SA
758
Sicart Associates
New York
$286K +$286K +1,760 New
WMA
759
Wealth Management Associates
New Jersey
$286K -$350K -2,151 -55%
SHGA
760
Sand Hill Global Advisors
California
$285K +$285K +1,756 New
FP
761
Financial Perspectives
Minnesota
$284K – – –
PWLP
762
Prio Wealth Limited Partnership
Massachusetts
$284K +$284K +1,750 New
PA
763
Profund Advisors
Maryland
$284K +$284K +1,750 New
HIIFS
764
Harel Insurance Investments & Financial Services
Israel
$283K -$719K -4,425 -72%
BS
765
Boenning & Scattergood
Pennsylvania
$282K +$282K +1,737 New
TFS
766
Thoroughbred Financial Services
Tennessee
$281K +$281K +1,729 New
ACS
767
Archford Capital Strategies
Illinois
$281K +$281K +1,730 New
GCP
768
GSA Capital Partners
United Kingdom
$278K +$278K +1,711 New
SIC
769
Samalin Investment Counsel
New York
$278K +$278K +1,713 New
CPW
770
Catalyst Private Wealth
California
$277K +$277K +1,707 New
CAM
771
Claret Asset Management
Quebec, Canada
$274K +$274K +1,686 New
GJIC
772
Gamble Jones Investment Counsel
California
$273K +$273K +1,680 New
GA
773
Greytown Advisors
Florida
$268K +$268K +1,646 New
CCMG
774
Clark Capital Management Group
Pennsylvania
$268K +$268K +1,650 New
ALAM
775
Asahi Life Asset Management
Japan
$267K -$9.77K -60 -4%
29 30
31
32 33