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 %
BBA
901
BLB&B Advisors
Pennsylvania
$347K +$347K +1,594 New
NEWAS
902
N.E.W. Advisory Services
Wisconsin
$346K +$5.43K +25 +2%
NFG
903
Nations Financial Group
Iowa
$346K +$18.5K +85 +6%
CRWM
904
Castle Rock Wealth Management
California
$333K +$24.1K +108 +8%
ANTB
905
AMG National Trust Bank
Colorado
$332K +$332K +1,525 New
MIC
906
Means Investment Company
Maine
$331K +$44.2K +166 +15%
SVWAG
907
Sound View Wealth Advisors Group
Georgia
$330K +$30K +138 +10%
EWG
908
Executive Wealth Group
Washington
$326K – – –
QC
909
QCM Cayman
Texas
$326K -$304K -1,398 -48%
MLL
910
Moody Lynn & Lieberson
Massachusetts
$326K – – –
MMPW
911
Mitchell McLeod Pugh & Williams
Alabama
$326K – – –
FFWM
912
Future Financial Wealth Management
Ohio
$326K +$326K +1,500 New
ACM
913
AlphaCrest Capital Management
New York
$326K +$326K +1,500 New
HI
914
Hudock Inc
Pennsylvania
$324K +$1.74K +8 +0.5%
IAP
915
Indie Asset Partners
Indiana
$321K -$26.1K -120 -8%
CPIG
916
Chicago Partners Investment Group
Illinois
$321K +$321K +1,439 New
CPIA
917
Cornell Pochily Investment Advisors
New York
$320K – – –
RP
918
Rice Partnership
Hawaii
$320K – – –
ProShare Advisors
919
ProShare Advisors
Maryland
$320K +$320K +1,469 New
JCM
920
Jacobi Capital Management
Pennsylvania
$319K +$126K +579 +65%
TCM
921
Tuttle Capital Management
Connecticut
$319K +$319K +1,465 New
RCA
922
Ranch Capital Advisors
Florida
$317K +$35.4K +163 +13%
Fiera Capital (Canada)
923
Fiera Capital (Canada)
Quebec, Canada
$316K -$1.77M -8,149 -85%
WTC
924
WhitTier Trust Company
Nevada
$316K +$10.9K +50 +4%
EI
925
Ellevest Inc
New York
$315K +$55.3K +254 +21%
35 36
37
38 39