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 %
MFG
826
Magnus Financial Group
New York
$214K +$214K +1,316 New
MGIA
827
Moneta Group Investment Advisors
Missouri
$214K +$214K +1,317 New
FEM
828
Fulcrum Equity Management
Texas
$213K +$213K +1,313 New
QPWM
829
Quadrant Private Wealth Management
Pennsylvania
$211K -$263K -1,618 -55%
CA
830
Claro Advisors
Massachusetts
$211K +$211K +1,301 New
CL
831
CPWM LLC
Washington
$210K +$210K +1,292 New
CFD
832
Creative Financial Designs
Indiana
$209K +$9.12K +56 +5%
AIA
833
Avalon Investment & Advisory
Texas
$209K +$209K +1,286 New
W
834
WealthStone
Ohio
$207K +$207K +1,274 New
GP
835
Girard Partners
Pennsylvania
$207K +$207K +1,279 New
HKAM
836
Horizon Kinetics Asset Management
New York
$206K +$206K +1,270 New
FI
837
FormulaFolio Investments
Michigan
$201K +$201K +1,239 New
EI
838
Ellevest Inc
New York
$194K -$28.6K -176 -13%
LTI
839
Laffer Tengler Investments
Tennessee
$192K +$192K +1,182 New
CA
840
Crewe Advisors
Utah
$179K +$16.7K +103 +10%
LC
841
Lindbrook Capital
California
$178K +$8.64K +53 +5%
FCM
842
Firestone Capital Management
Florida
$175K -$36.3K -223 -17%
WT
843
Washington Trust
Rhode Island
$174K -$325 -2 -0.2%
ANBT
844
American National Bank & Trust
Texas
$163K – – –
MF
845
Manchester Financial
California
$163K – – –
HNB
846
Huntington National Bank
Ohio
$160K +$28K +172 +21%
HPC
847
HM Payson & Co
Maine
$153K +$120K +740 +370%
CAL
848
Capital Advisors Ltd
Ohio
$146K – – –
MAWCM
849
Mine & Arao Wealth Creation & Management
California
$146K – – –
JCM
850
Jacobi Capital Management
Pennsylvania
$144K -$16.3K -100 -10%
32 33
34
35 36