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
$1.43B
3
Allianz Asset Management
Allianz Asset Management
Germany
$731M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$266M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$718M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$3.77B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.15B
3
Capital World Investors
Capital World Investors
California
$1.27B
4
Ameriprise
Ameriprise
Minnesota
$411M
5
Bank of America
Bank of America
North Carolina
$441M
Name Holding Trade Value Shares
Change 		Shares
Change %
PK
926
Pflug Koory
Nebraska
$26K – – –
SFG
927
Sowa Financial Group
Rhode Island
$22K – – –
SL
928
Savior LLC
Massachusetts
$21K – – –
MA
929
MCF Advisors
Kentucky
$19K +$5.78K +35 +44%
AIC
930
Archer Investment Corporation
Indiana
$18.5K +$3.25K +20 +21%
SIAS
931
Shine Investment Advisory Services
Colorado
$18K -$25K -154 -58%
PFBT
932
Parkside Financial Bank & Trust
Missouri
$18K -$7.2K -46 -29%
RWG
933
Regal Wealth Group
California
$18K – – –
TCM
934
Tradewinds Capital Management
Washington
$18K +$7.36K +45 +69%
TFM
935
TFC Financial Management
Massachusetts
$18K +$18K +111 New
TWA
936
TCI Wealth Advisors
Arizona
$17K -$162 -1 -0.9%
HRC
937
Hoertkorn Richard Charles
$17K – – –
NSIM
938
North Star Investment Management
Illinois
$17K – – –
AF
939
Allworth Financial
California
$16K -$221K -1,383 -93%
TCOV
940
Trust Company of Vermont
Vermont
$16K -$5.6K -35 -26%
BWA
941
BDO Wealth Advisors
Florida
$16K – – –
BCM
942
Blume Capital Management
California
$16K – – –
FMTCOCP
943
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$16K – – –
ME
944
McIlrath & Eck
Washington
$16K +$16K +100 New
BWM
945
Baystate Wealth Management
Massachusetts
$15K -$2.37K -15 -14%
HWM
946
Holloway Wealth Management
Florida
$15K -$6K – –
HCP
947
Hexagon Capital Partners
Arkansas
$15K +$15K +100 New
Millennium Management
948
Millennium Management
New York
$14.8K -$75.2K -462,427 -84%
SBL
949
Sargent Bickham Lagudis
Colorado
$14K – – –
APWA
950
Atlas Private Wealth Advisors
New Jersey
$14K +$2.23K +14 +19%
36 37
38
39 40