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 %
BZWA
776
Blue Zone Wealth Advisors
California
$266K +$266K +1,636 New
CCM
777
Chickasaw Capital Management
Tennessee
$265K +$265K +1,631 New
IWM
778
IHT Wealth Management
Illinois
$264K +$264K +1,625 New
DI
779
DAGCO Inc
Ohio
$264K +$264K +1,625 New
WP
780
WealthSource Partners
California
$263K +$263K +1,619 New
PNAA
781
Pictet North America Advisors
Switzerland
$262K +$262K +1,611 New
SF
782
Symphony Financial
Texas
$260K -$358K -2,200 -58%
QCIG
783
Quad-Cities Investment Group
Iowa
$260K +$260K +1,600 New
IAP
784
Indie Asset Partners
Indiana
$259K +$5.68K +35 +2%
HSA
785
HBK Sorce Advisory
Pennsylvania
$259K +$259K +1,595 New
PFA
786
Professional Financial Advisors
Nebraska
$258K +$258K +1,669 New
NEWAS
787
N.E.W. Advisory Services
Wisconsin
$255K +$255K +1,567 New
OR
788
Olympiad Research
Connecticut
$255K +$255K +1,568 New
Walleye Capital
789
Walleye Capital
New York
$252K -$3.06M -18,824 -92%
CIBC Private Wealth Group
790
CIBC Private Wealth Group
Georgia
$249K +$249K +2,375 New
CRWM
791
Castle Rock Wealth Management
California
$246K +$246K +1,385 New
LDFR
792
Lehman & Derafelo Financial Resources
Pennsylvania
$245K +$16.2K +100 +7%
NFG
793
Nations Financial Group
Iowa
$245K +$245K +1,506 New
HS
794
Haafor (Singapore)
Singapore
$244K +$244K +1,499 New
MLL
795
Moody Lynn & Lieberson
Massachusetts
$244K +$244K +1,500 New
MMPW
796
Mitchell McLeod Pugh & Williams
Alabama
$244K +$244K +1,500 New
EWG
797
Executive Wealth Group
Washington
$244K +$244K +1,500 New
PA
798
PFG Advisors
Arizona
$241K -$41.1K -228 -15%
HI
799
Hudock Inc
Pennsylvania
$241K -$5.68K -35 -2%
CPIA
800
Cornell Pochily Investment Advisors
New York
$239K +$239K +1,470 New
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