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
$3.69B
2
WRCM
Whale Rock Capital Management
Massachusetts
$362M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$320M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.29B
5
Ameriprise
Ameriprise
Minnesota
$459M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$0
2
Capital World Investors
Capital World Investors
California
$1.03B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$30.8M
4
NAMA
Nikko Asset Management Americas
New York
$621M
5
BlackRock
BlackRock
New York
$1.94B
Name Holding Trade Value Shares
Change 		Shares
Change %
MWNA
926
Marshall Wace North America
New York
– -$40K -759 Closed
GSWM
927
Golden State Wealth Management
California
– -$32K -620 Closed
SAM
928
S.A. Mason
Michigan
– -$31K -598 Closed
CT
929
Clearstead Trust
Maine
– -$28K -540 Closed
GSC
930
G&S Capital
Colorado
– -$26K -500 Closed
FGAM
931
Financial Gravity Asset Management
Texas
– -$21 -400 Closed
SJIM
932
St. Johns Investment Management
Florida
– -$17K -318 Closed
OCM
933
Ovata Capital Management
Hong Kong
– -$16K -300 Closed
VNA
934
Valley National Advisers
Pennsylvania
– -$16K -300 Closed
LIA
935
LS Investment Advisors
Michigan
– -$12K -236 Closed
EWM
936
EPG Wealth Management
Georgia
– -$11K -210 Closed
MOACM
937
Mutual of America Capital Management
New York
– -$11K -210 Closed
LWA
938
Lenox Wealth Advisors
New York
– -$11K -207 Closed
KFI
939
Key Financial Inc
Pennsylvania
– -$11K -200 Closed
FPB
940
First PREMIER Bank
South Dakota
– -$10K -200 Closed
AIS
941
Accurate Investment Solutions
Pennsylvania
– -$10K -200 Closed
IRC
942
Investors Research Corp
Georgia
– -$10K -191 Closed
CBT
943
Capital Bank & Trust
California
– -$8K -155 Closed
MWM
944
MBE Wealth Management
Wisconsin
– -$7K -151 Closed
BCM
945
Bourgeon Capital Management
Connecticut
– -$5K -100 Closed
AA
946
Advisory Alpha
Michigan
– -$5.63K -91 Closed
WQ
947
Wealth Quarterback
New Jersey
– -$4.4K -84 Closed
LSA
948
Lion Street Advisors
Texas
– -$4K -75 Closed
AC
949
AlphaCore Capital
California
– -$4K -70 Closed
PCMK
950
Paragon Capital Management (Kansas)
Kansas
– -$4K -67 Closed
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