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 %
TAM
801
Tucker Asset Management
Colorado
$521K +$521K +2,392 New
CFS
802
CRA Financial Services
New Jersey
$517K +$64.2K +295 +14%
LI
803
LVZ Inc
Michigan
$516K +$70.8K +325 +16%
RM
804
Resource Management
Louisiana
$515K +$21.1K +97 +4%
EFSCE
805
Enterprise Financial Services Corp (EFSC)
Missouri
$514K +$7.61K +35 +2%
PA
806
Procyon Advisors
Connecticut
$511K +$34.1K +157 +7%
AW
807
ACG Wealth
Georgia
$503K +$21.8K +100 +5%
ACS
808
Archford Capital Strategies
Illinois
$502K +$84.1K +348 +20%
OCM
809
Oribel Capital Management
New York
$501K +$501K +2,300 New
FRA
810
Frank Rimerman Advisors
California
$501K +$501K +2,300 New
EP
811
Eudaimonia Partners
Tennessee
$499K +$104K +479 +26%
LWM
812
Laidlaw Wealth Management
New York
$498K +$498K +2,287 New
AWM
813
Accel Wealth Management
Iowa
$496K +$496K +2,281 New
OGC
814
Oak Grove Capital
New Hampshire
$492K -$98K -450 -17%
BF
815
BOK Financial
Oklahoma
$487K +$33.8K +155 +7%
PF
816
Phoenix Financial
Israel
$486K -$558K -2,536 -53%
HHAM
817
HITE Hedge Asset Management
Massachusetts
$485K -$2.87M -13,195 -86%
VFA
818
Valeo Financial Advisors
Indiana
$485K +$188K +862 +63%
WCWM
819
Willow Creek Wealth Management
California
$481K -$90.2K -414 -16%
LTI
820
Laffer Tengler Investments
Tennessee
$478K +$217K +981 +83%
RI
821
Redwood Investments
Massachusetts
$478K -$1.74K -8 -0.4%
WBG
822
Wharton Business Group
Pennsylvania
$478K – – –
VC
823
Vicus Capital
Pennsylvania
$475K +$45.9K +211 +11%
KPW
824
Kore Private Wealth
New York
$472K +$61.4K +282 +15%
YMRC
825
Yorktown Management & Research Company
Virginia
$468K +$468K +2,150 New
31 32
33
34 35