XYZ

Block, Inc.
XYZ

Overview Fund Activity

861 hedge funds and large institutions have $31.4B invested in Block, Inc. in 2020 Q2 according to their latest regulatory filings, with 207 funds opening new positions, 271 increasing their positions, 292 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
861
Holders Change
+108
Holders Change %
+14.34%
% of All Funds
17.7%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
0.82%
New
207
Increased
271
Reduced
292
Closed
95
Calls
$2.68B
Puts
$3.61B
Net Calls
-$936M
Net Calls Change
-$220M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.09B
2
WRCM
Whale Rock Capital Management
Massachusetts
+$362M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$261M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$145M
5
Ameriprise
Ameriprise
Minnesota
+$136M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$351M
2
Capital World Investors
Capital World Investors
California
-$239M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$197M
4
NAMA
Nikko Asset Management Americas
New York
-$142M
5
BlackRock
BlackRock
New York
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOS
901
Bingham Osborn & Scarborough
California
– -$713K -13,606 Closed
PP
902
PagnatoKarp Partners
Virginia
– -$625K -11,938 Closed
GCP
903
GSA Capital Partners
United Kingdom
– -$622K -11,869 Closed
MHS
904
M Holdings Securities
Oregon
– -$597K -11,400 Closed
NFG
905
Nations Financial Group
Iowa
– -$569K -10,858 Closed
FCM
906
Firsthand Capital Management
California
– -$524K -10,000 Closed
IC
907
InterOcean Capital
Illinois
– -$498K -9,500 Closed
CANY
908
Caxton Associates (New York)
New York
– -$483K -9,224 Closed
C
909
Certuity
Florida
– -$442K -8,123 Closed
MUAMU
910
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– -$419K -8,000 Closed
AIG
911
American International Group
New York
– -$410K -7,821 Closed
NEI
912
Northwest & Ethical Investments
Ontario, Canada
– -$377K -7,200 Closed
BCP
913
Berkeley Capital Partners
Georgia
– -$368K -7,034 Closed
CMTU
914
Capital Markets Trading (UK)
United Kingdom
– -$357K -6,810 Closed
WANY
915
Wealthspire Advisors (New York)
New York
– -$310K -5,910 Closed
TC
916
Telemus Capital
Michigan
– -$463K -5,710 Closed
BBCM
917
Boardman Bay Capital Management
New York
– -$262K -5,000 Closed
CIBC Private Wealth Group
918
CIBC Private Wealth Group
Georgia
– -$216K -4,127 Closed
VWM
919
Vigilare Wealth Management
Arizona
– -$216K -4,115 Closed
BSW
920
Buckingham Strategic Wealth
Missouri
– -$204K -3,887 Closed
ICM
921
Ionic Capital Management
New York
– -$157K -3,000 Closed
HCM
922
Highlander Capital Management
New Jersey
– -$63K -1,200 Closed
LWM
923
Lenox Wealth Management
Ohio
– -$54K -1,050 Closed
EWM
924
Endurance Wealth Management
Rhode Island
– -$52K -1,000 Closed
ATFA
925
All Terrain Financial Advisors
Minnesota
– -$51K -972 Closed
35 36
37
38 39