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 %
IFAM
876
Institutional & Family Asset Management
Colorado
$83K +$39.5K +243 +91%
DOA
877
D'Orazio & Associates
Virginia
$81K – – –
ST
878
Smithfield Trust
Pennsylvania
$75K -$9.78K -60 -12%
OC
879
Oakworth Capital
Alabama
$74K +$4.54K +28 +7%
MA
880
MUFG Americas
New York
$73K -$8.11K -50 -10%
AWM
881
Avior Wealth Management
Nebraska
$71K +$38.7K +240 +120%
MPWT
882
MassMutual Private Wealth & Trust
Connecticut
$71K +$47.6K +293 +203%
IRAG
883
Investment Research & Advisory Group
Georgia
$65K – – –
NNP
884
Nachman Norwood & Parrott
South Carolina
$62K +$62K +382 New
LFG
885
Larson Financial Group
Missouri
$61K -$138K -856 -69%
PFS
886
Prospera Financial Services
Texas
$59K -$3M -18,554 -98%
HFRG
887
Houlihan Financial Resource Group
Virginia
$59K +$59K +320 New
FHA
888
First Horizon Advisors
Tennessee
$58K -$13.5K -83 -19%
AS
889
Altshuler Shaham
Israel
$58K +$58K +358 New
ETI
890
Enterprise Trust & Investment
California
$57K – – –
EW
891
Evoke Wealth
California
$57K +$32.6K +200 +133%
BWP
892
Baldwin Wealth Partners
Massachusetts
$56K – – –
BWL
893
Bogart Wealth LLC
Virginia
$53K – – –
APC
894
Aspire Private Capital
North Carolina
$52K +$52K +317 New
CFB
895
Cullen/Frost Bankers
Texas
$51K -$85.2K -521 -63%
SWA
896
Sutton Wealth Advisors
Florida
$49.9K – – –
LJHT
897
Laurie J. Hall Trustee
$49K +$49K +300 New
HFS
898
HBC Financial Services
Washington
$46K -$64.4K -350 -58%
CFG
899
Capstone Financial Group
Oklahoma
$46K -$24.8K -140 -35%
LWANC
900
Laurel Wealth Advisors (North Carolina)
North Carolina
$46K – – –
34 35
36
37 38