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 %
MFA
851
Mayflower Financial Advisors
Massachusetts
$414K +$414K +1,901 New
DWM
852
Doyle Wealth Management
Florida
$411K +$411K +1,890 New
WIA
853
Wealthstreet Investment Advisors
Texas
$408K -$16.3K -75 -4%
TW
854
TrinityPoint Wealth
Connecticut
$406K -$6.06K -29 -1%
SAS
855
Stelac Advisory Services
New York
$406K +$406K +1,864 New
CIP
856
Convergence Investment Partners
Florida
$403K +$403K +1,850 New
CGL
857
Clarius Group LLC
Washington
$400K +$400K +1,836 New
TIS
858
Tortoise Index Solutions
Kansas
$398K -$86.4K -397 -18%
XS
859
XR Securities
Illinois
$398K +$398K +1,830 New
SC
860
Scholtz & Company
Connecticut
$398K +$398K +1,830 New
SSWM
861
Sheets Smith Wealth Management
North Carolina
$397K +$2.61K +12 +0.7%
BFS
862
Bard Financial Services
Connecticut
$397K +$397K +1,825 New
GLAM
863
Gardner Lewis Asset Management
Pennsylvania
$393K – – –
PGIM
864
Pacific Global Investment Management
California
$393K +$7.18K +33 +2%
QCIG
865
Quad-Cities Investment Group
Iowa
$392K +$43.6K +200 +13%
BS
866
Boenning & Scattergood
Pennsylvania
$389K +$11.3K +52 +3%
VI
867
Versor Investments
New York
$389K +$389K +1,788 New
SA
868
Sicart Associates
New York
$383K – – –
SHGA
869
Sand Hill Global Advisors
California
$382K – – –
FP
870
Financial Perspectives
Minnesota
$381K – – –
PFA
871
Professional Financial Advisors
Nebraska
$379K +$15.5K +71 +4%
KCM
872
Karp Capital Management
California
$379K +$82.1K +377 +28%
FAM
873
Formidable Asset Management
Ohio
$378K -$16.4K -75 -4%
SIC
874
SFE Investment Counsel
California
$376K -$62.1K -285 -14%
GT
875
Greenleaf Trust
Michigan
$376K -$13.5K -62 -3%
33 34
35
36 37