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 %
SFPG
901
Stonebridge Financial Planning Group
Florida
$42K – – –
HFS
902
Horizon Financial Services
North Carolina
$42K +$42K +258 New
EWM
903
Edge Wealth Management
New York
$41K -$44.3K -270 -52%
JSC
904
Jackson Square Capital
California
$41K -$3.25K -20 -7%
PP
905
PrairieView Partners
Minnesota
$41K – – –
SSB
906
Sandy Spring Bank
Maryland
$41K – – –
JWA
907
JFS Wealth Advisors
Pennsylvania
$41K – – –
MWP
908
Meridian Wealth Partners
Pennsylvania
$41K – – –
OIA
909
Optimum Investment Advisors
Illinois
$41K +$41K +253 New
CHAM
910
Clear Harbor Asset Management
Connecticut
$40.6K +$40.6K +250 New
SC
911
SouthState Corp
Florida
$40K +$40K +250 New
GG
912
Gleason Group
Kentucky
$38K – – –
BFC
913
Bedel Financial Consulting
Indiana
$36K -$17.2K -105 -32%
RMC
914
Resources Management Corp
Connecticut
$36K +$32.7K +200 +1,000%
AA
915
Advisory Alpha
Michigan
$34K +$34K +191 New
DSC
916
Duncker Streett & Co
Missouri
$33K – – –
GAM
917
Gemmer Asset Management
California
$33K – – –
CAL
918
Capital Analysts LLC
Pennsylvania
$33K – – –
MSFP
919
Mark Sheptoff Financial Planning
Connecticut
$33K +$33K +200 New
CWC
920
Carolinas Wealth Consulting
North Carolina
$32K +$17.9K +111 +128%
HI
921
Human Investing
Oregon
$31K – – –
EARNEST Partners
922
EARNEST Partners
Georgia
$30K – – –
BFG
923
Baron Financial Group
New Jersey
$29.3K +$29.3K +180 New
NICM
924
Neo Ivy Capital Management
New York
$29K +$29K +181 New
BBL
925
Beck Bode LLC
Massachusetts
$28K +$28K +175 New
35 36
37
38 39