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 %
SWA
776
Sutton Wealth Advisors
Florida
$32.2K -$210 -2 -0.6%
Bessemer Group
777
Bessemer Group
New Jersey
$31K – – –
PWP
778
Principle Wealth Partners
Connecticut
$30K +$30K +284 New
ED
779
Exane Derivatives
France
$29.4K -$53.4K -509 -65%
LWANC
780
Laurel Wealth Advisors (North Carolina)
North Carolina
$29K – – –
JSC
781
Jackson Square Capital
California
$29K – – –
IFAM
782
Institutional & Family Asset Management
Colorado
$28K -$35.7K -340 -56%
SIAS
783
Shine Investment Advisory Services
Colorado
$28K -$24.8K -235 -47%
SSB
784
Sandy Spring Bank
Maryland
$27K +$14.9K +140 +124%
JWA
785
JFS Wealth Advisors
Pennsylvania
$26K – – –
FMII
786
Farmers & Merchants Investments Inc
Nebraska
$26K – – –
PP
787
PrairieView Partners
Minnesota
$26K – – –
SFPG
788
Stonebridge Financial Planning Group
Florida
$26K – – –
MWP
789
Meridian Wealth Partners
Pennsylvania
$26K +$26K +250 New
GG
790
Gleason Group
Kentucky
$25K -$17.6K -165 -41%
1W
791
1776 Wealth
Georgia
$21K -$1.05M -10,509 -98%
HPC
792
HM Payson & Co
Maine
$21K – – –
DSC
793
Duncker Streett & Co
Missouri
$21K – – –
GAM
794
Gemmer Asset Management
California
$21K – – –
CAL
795
Capital Analysts LLC
Pennsylvania
$21K +$21K +200 New
BL
796
Balentine LLC
Georgia
$20K -$30.9K -290 -61%
EARNEST Partners
797
EARNEST Partners
Georgia
$20K – – –
RDWM
798
Red Door Wealth Management
Tennessee
$20K – – –
HI
799
Human Investing
Oregon
$20K +$20K +188 New
AWM
800
Avior Wealth Management
Nebraska
$20K +$20K +200 New
30 31
32
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