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 %
PFBT
801
Parkside Financial Bank & Trust
Missouri
$17K – – –
EW
802
Evoke Wealth
California
$16K -$10.2K -96 -39%
AF
803
Arrow Financial
New York
$16K – – –
PK
804
Pflug Koory
Nebraska
$16K – – –
MPWT
805
MassMutual Private Wealth & Trust
Connecticut
$15K – – –
TCOV
806
Trust Company of Vermont
Vermont
$14K -$6.53K -63 -32%
SFG
807
Sowa Financial Group
Rhode Island
$14K – – –
AGA
808
Accuvest Global Advisors
Utah
$14K +$14K +130 New
SL
809
Savior LLC
Massachusetts
$13K – – –
RWG
810
Regal Wealth Group
California
$12K -$21.4K -200 -64%
BWM
811
Baystate Wealth Management
Massachusetts
$12K -$4.36K -40 -27%
CFG
812
Citizens Financial Group
Rhode Island
$11K -$25.3K -246 -70%
TWA
813
TCI Wealth Advisors
Arizona
$11K -$10.5K -101 -49%
ZB
814
Zions Bancorporation
Utah
$11K -$6.37K -62 -37%
HRC
815
Hoertkorn Richard Charles
$11K – – –
NSIM
816
North Star Investment Management
Illinois
$11K – – –
FMTCOCP
817
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K -$35K -350 -78%
BCM
818
Blume Capital Management
California
$10K – – –
BWA
819
BDO Wealth Advisors
Florida
$10K – – –
CCM
820
Cribstone Capital Management
Maine
$10K +$10K +100 New
AIC
821
Archer Investment Corporation
Indiana
$9.86K – – –
JG
822
Jefferies Group
New York
$9.7K +$2.98K +28,377 +44%
SBL
823
Sargent Bickham Lagudis
Colorado
$9K -$10.5K -100 -54%
EIP
824
Ellis Investment Partners
Pennsylvania
$9K – – –
CWC
825
Carolinas Wealth Consulting
North Carolina
$9K +$9K +87 New
31 32
33
34 35