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 %
QI
826
QS Investors
New York
$466K +$161K +739 +53%
WMA
827
Wealth Management Associates
New Jersey
$464K +$81.6K +375 +21%
SB
828
Strategic Blueprint
Georgia
$454K +$2.61K +12 +0.6%
CA
829
Calton & Associates
Florida
$452K -$48.6K -223 -10%
WA
830
WealthTrust Axiom
Pennsylvania
$452K +$452K +2,077 New
FCI
831
Financial Counselors Inc
Kansas
$450K -$33.8K -155 -7%
FPCP
832
Fort Point Capital Partners
California
$446K +$10.9K +50 +3%
CLOS
833
Compagnie Lombard Odier SCmA
Switzerland
$446K +$307K +1,410 +220%
PHS
834
Pekin Hardy Strauss
Illinois
$446K +$446K +2,050 New
TPWA
835
TRUE Private Wealth Advisors
Oregon
$444K -$21.8K -100 -5%
PA
836
Profund Advisors
Maryland
$441K +$60.1K +276 +16%
KC
837
KCL Capital
New York
$440K +$3.7K +17 +0.8%
AGA
838
Arkos Global Advisors
Texas
$438K +$2.18K +10 +0.5%
VWA
839
V Wealth Advisors
Kansas
$437K +$437K +2,006 New
VFM
840
Vivid Financial Management
California
$435K +$435K +2,000 New
CBT
841
Central Bank & Trust
Kentucky
$432K -$171K -784 -28%
MWM
842
Meridian Wealth Management
Kentucky
$430K -$88.2K -406 -17%
MCP
843
Mirador Capital Partners
California
$427K +$44K +202 +11%
EWA
844
Evolution Wealth Advisors
Florida
$426K -$45.9K -211 -10%
Bessemer Group
845
Bessemer Group
New Jersey
$426K +$249K +1,145 +141%
LSPW
846
Lake Street Private Wealth
Illinois
$425K -$63.3K -291 -13%
PFA
847
Paradigm Financial Advisors
Missouri
$424K -$52.7K -242 -11%
QSS
848
Quantitative Systematic Strategies
Florida
$422K -$889K -4,085 -68%
AIM
849
Acropolis Investment Management
Missouri
$415K – – –
PWLP
850
Prio Wealth Limited Partnership
Massachusetts
$415K +$33.8K +155 +9%
32 33
34
35 36