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 %
PAI
751
Pittenger & Anderson Inc
Nebraska
$620K -$21.8K -100 -3%
Lido Advisors
752
Lido Advisors
California
$620K +$154K +709 +33%
GKWIM
753
Gerber Kawasaki Wealth & Investment Management
California
$617K +$617K +2,835 New
BJL
754
Brighton Jones LLC
Washington
$613K +$180K +829 +42%
CPA
755
Clear Perspective Advisors
Illinois
$611K -$5K -23 -0.8%
DWM
756
Dorchester Wealth Management
Quebec, Canada
$610K -$6.52K -30 -1%
GAM
757
Grandview Asset Management
Pennsylvania
$610K +$36.2K +166 +6%
PIMG
758
Patriot Investment Management Group
Tennessee
$606K -$28.5K -131 -4%
PCIA
759
Prime Capital Investment Advisors
Kansas
$604K -$2.35M -10,798 -80%
KA
760
Kozak & Associates
Colorado
$604K +$604K +2,513 New
IWM
761
IHT Wealth Management
Illinois
$599K +$246K +1,129 +69%
MIFH
762
Migdal Insurance & Financial Holdings
Israel
$598K -$11.9M -54,646 -95%
VLC
763
Van Leeuwen & Company
New Jersey
$588K -$47.9K -220 -8%
FWM
764
Focused Wealth Management
New York
$587K +$1.31K +6 +0.2%
MHR
765
Matthew Hamilton Rosenberg
$586K – – –
TCM
766
Teza Capital Management
Illinois
$585K -$324K -1,491 -36%
CCM
767
Canal Capital Management
Virginia
$585K +$25.7K +118 +5%
TCM
768
Traynor Capital Management
Pennsylvania
$581K +$300K +1,379 +107%
SVCP
769
Silicon Valley Capital Partners
California
$576K +$576K +2,647 New
BUB
770
BBVA USA Bancshares
Texas
$571K -$23.3K -107 -4%
MTIM
771
Marathon Trading Investment Management
Pennsylvania
$566K +$566K +2,600 New
EWM
772
Executive Wealth Management
Michigan
$564K +$44.6K +205 +9%
WP
773
WealthPLAN Partners
Nebraska
$560K -$11.2K -47 -2%
HCM
774
Hollencrest Capital Management
California
$560K +$131K +601 +31%
SA
775
Strategic Advisors
New York
$556K +$49.5K +207 +10%
29 30
31
32 33