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 %
MA
826
MCF Advisors
Kentucky
$8K – – –
APWA
827
Atlas Private Wealth Advisors
New Jersey
$8K +$8K +74 New
EWM
828
Elmwood Wealth Management
California
$8K +$8K +75 New
TL
829
TrueWealth LLC
Georgia
$7K – – –
ICM
830
Islay Capital Management
Texas
$7K – – –
BWM
831
BerganKDV Wealth Management
Minnesota
$7K +$677 +6 +11%
EWP
832
Engrave Wealth Partners
Texas
$7K +$5.6K +60 +400%
TCM
833
Tradewinds Capital Management
Washington
$7K +$7K +65 New
HWM
834
Holloway Wealth Management
Florida
$6K – – –
ADL
835
Asset Dedication LLC
California
$6K +$545 +5 +10%
FWM
836
Filbrandt Wealth Management
Wisconsin
$6K +$2K +20 +50%
JFA
837
JNBA Financial Advisors
Minnesota
$6K +$2.84K +27 +90%
LWM
838
Liberty Wealth Management
California
$5K – – –
NCM
839
New Capital Management
Texas
$5K – – –
RFA
840
Reilly Financial Advisors
California
$5K +$5K +46 New
JGIA
841
Jackson Grant Investment Advisers
Connecticut
$5K +$5K +50 New
RIM
842
Rockbridge Investment Management
New York
$5K +$5K +50 New
TPCW
843
TD Private Client Wealth
New York
$3.99K -$2.1K -20 -34%
M
844
MOTCO
Texas
$3K -$9.52M -95,212 -100%
VCM
845
Vigilant Capital Management
Maine
$3K – – –
CWA
846
Carolina Wealth Advisors
South Carolina
$2K – – –
RMC
847
Resources Management Corp
Connecticut
$2K – – –
SIM
848
Sonora Investment Management
Arizona
$2K – – –
DI
849
Disciplined Investments
Oklahoma
$2K – – –
BHWM
850
Bay Harbor Wealth Management
Maryland
$1K -$714 -5 -42%
32 33
34
35 36