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 %
CPIA
801
Cornell Pochily Investment Advisors
New York
$239K +$239K +1,470 New
CAG
802
Csenge Advisory Group
Florida
$238K +$238K +1,355 New
CIA
803
Capital Investment Advisors
Georgia
$238K +$238K +1,464 New
RCA
804
Ranch Capital Advisors
Florida
$237K -$20.6K -113 -8%
BP
805
Ballentine Partners
Massachusetts
$235K +$235K +1,440 New
QI
806
QS Investors
New York
$228K -$228K -1,400 -50%
TCM
807
Traynor Capital Management
Pennsylvania
$228K +$228K +1,292 New
WTC
808
WhitTier Trust Company
Nevada
$228K +$228K +1,400 New
AFA
809
Arlington Financial Advisors
California
$228K +$228K +1,400 New
ED
810
Exane Derivatives
France
$228K +$182K +1,120 +400%
RI
811
Ridgewood Investments
New Jersey
$226K +$226K +1,393 New
S
812
SignatureFD
Georgia
$225K +$72.3K +445 +47%
IC
813
Intersect Capital
California
$224K +$224K +1,377 New
TCA
814
Transcend Capital Advisors
New Jersey
$224K +$224K +1,377 New
SVWAG
815
Sound View Wealth Advisors Group
Georgia
$224K +$224K +1,380 New
HR
816
Hayden Royal
North Carolina
$223K +$223K +1,372 New
VFA
817
Valeo Financial Advisors
Indiana
$222K -$350K -2,154 -61%
CWA
818
Capital Wealth Alliance
Arizona
$222K – – –
KCM
819
Karp Capital Management
California
$222K +$222K +1,364 New
CAAS
820
Capital Asset Advisory Services
Michigan
$221K +$221K +1,358 New
AO
821
Advisor OS
Illinois
$219K +$219K +1,346 New
LHC
822
Little House Capital
Massachusetts
$219K +$219K +1,349 New
KF
823
Krilogy Financial
Missouri
$219K +$219K +1,350 New
KPCM
824
Kings Point Capital Management
New York
$216K – – –
MIC
825
Means Investment Company
Maine
$214K +$214K +1,078 New
31 32
33
34 35