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 %
FTDI
876
First Trust Direct Indexing
Massachusetts
$376K +$376K +1,726 New
First Manhattan
877
First Manhattan
New York
$375K -$16.3K -75 -4%
GJIC
878
Gamble Jones Investment Counsel
California
$375K +$9.36K +43 +3%
TCA
879
Transcend Capital Advisors
New Jersey
$374K +$74.1K +340 +25%
CPW
880
Catalyst Private Wealth
California
$372K – – –
GA
881
Greytown Advisors
Florida
$371K +$13K +60 +4%
CAM
882
Claret Asset Management
Quebec, Canada
$370K +$3.48K +16 +0.9%
SIC
883
Samalin Investment Counsel
New York
$366K -$6.75K -31 -2%
CCMG
884
Clark Capital Management Group
Pennsylvania
$363K +$3.7K +17 +1%
CFA
885
Carroll Financial Associates
North Carolina
$362K -$124K -570 -25%
OWA
886
Octavia Wealth Advisors
Ohio
$362K +$362K +1,664 New
BFEC
887
Benjamin F. Edwards & Company
Missouri
$360K -$186K -854 -34%
AHC
888
Adell Harriman & Carpenter
Texas
$359K +$359K +1,650 New
GC
889
Gruss & Co
Florida
$359K +$359K +1,650 New
TFS
890
Thoroughbred Financial Services
Tennessee
$357K -$18.9K -87 -5%
BZWA
891
Blue Zone Wealth Advisors
California
$356K – – –
HSA
892
HBK Sorce Advisory
Pennsylvania
$356K +$8.92K +41 +3%
ZB
893
Zions Bancorporation
Utah
$356K +$208K +955 +140%
SAM
894
Simplify Asset Management
Nevada
$356K +$356K +1,636 New
CCM
895
Chickasaw Capital Management
Tennessee
$355K – – –
DI
896
DAGCO Inc
Ohio
$354K – – –
IC
897
Intersect Capital
California
$354K +$54.4K +250 +18%
PNAA
898
Pictet North America Advisors
Switzerland
$351K – – –
SFP
899
Sandbox Financial Partners
Maryland
$351K +$351K +1,613 New
BMC
900
Beaton Management Company
Massachusetts
$348K +$348K +1,600 New
34 35
36
37 38