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 %
QCG
851
Quadrant Capital Group
Ohio
$144K +$78.6K +485 +120%
AIM
852
Anchor Investment Management
South Carolina
$143K -$1.95K -12 -1%
PO
853
Private Ocean
California
$140K -$32.5K -200 -19%
BCA
854
Berman Capital Advisors
Georgia
$139K +$18.3K +113 +15%
LWCFA
855
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$134K – – –
Bessemer Group
856
Bessemer Group
New Jersey
$131K +$82.5K +510 +170%
HWA
857
HHM Wealth Advisors
Tennessee
$129K – – –
CQS
858
Credential Qtrade Securities
$122K -$98.3K -605 -45%
FCH
859
Freestone Capital Holdings
Washington
$119K +$119K +731 New
GWS
860
Glassman Wealth Services
Virginia
$116K +$6.02K +37 +5%
CMBA
861
C.M. Bidwell & Associates
Hawaii
$116K +$116K +712 New
AP
862
Atwood & Palmer
Missouri
$114K – – –
ZB
863
Zions Bancorporation
Utah
$111K +$93.6K +574 +536%
FIA
864
FNY Investment Advisers
New York
$108K +$108K +670 New
AWM
865
Atticus Wealth Management
Florida
$105K +$11.8K +73 +13%
CLOS
866
Compagnie Lombard Odier SCmA
Switzerland
$104K -$48.8K -300 -32%
BEI
867
Benjamin Edwards Inc
Missouri
$104K -$43.3K -265 -29%
CSPIA
868
Cary Street Partners Investment Advisory
Virginia
$102K +$102K +625 New
CB
869
CNB Bank
Pennsylvania
$101K +$22.8K +140 +29%
WCG
870
Weaver Consulting Group
California
$99K -$24.3K -150 -20%
CFGS
871
Concourse Financial Group Securities
Alabama
$99K -$17.9K -110 -15%
GRP
872
Global Retirement Partners
California
$96K -$81K -496 -46%
PFGIA
873
Patriot Financial Group Insurance Agency
Massachusetts
$91K -$40.2K -248 -31%
BBA
874
Braun-Bostich & Associates
Pennsylvania
$89K +$89K +548 New
WEC
875
Winslow Evans & Crocker
Massachusetts
$87K -$24.3K -150 -22%
33 34
35
36 37