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 %
FSC
926
Full Sail Capital
Oklahoma
$314K +$314K +1,500 New
FMBTD
927
First Midwest Bank Trust Division
Illinois
$312K -$87K -400 -22%
MAG
928
MRA Advisory Group
New Jersey
$312K +$312K +1,435 New
IIC
929
Ironwood Investment Counsel
Arizona
$312K +$312K +1,438 New
AG
930
AIA Group
Hong Kong
$311K +$311K +1,365 New
22CM
931
20/20 Capital Management
California
$311K +$311K +1,367 New
LFF
932
Level Four Financial
Texas
$311K +$311K +1,427 New
CWA
933
Capital Wealth Alliance
Arizona
$310K +$310K +1,363 New
MWM
934
Mission Wealth Management
California
$310K +$310K +1,425 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
935
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$309K +$309K +1,420 New
CAAS
936
Capital Asset Advisory Services
Michigan
$308K +$12.8K +59 +4%
AWA
937
Arkadios Wealth Advisors
Georgia
$306K -$588K -2,707 -66%
AFA
938
Arlington Financial Advisors
California
$305K – – –
GP
939
Girard Partners
Pennsylvania
$304K +$26.1K +120 +9%
AR
940
Advisory Research
Illinois
$303K -$100K -461 -25%
CL
941
CPWM LLC
Washington
$302K +$20.7K +95 +7%
FMWA
942
Forvis Mazars Wealth Advisors
Missouri
$301K +$301K +1,384 New
FHC
943
First Heartland Consultants
Missouri
$300K +$300K +1,378 New
HL
944
HeadInvest LLC
Maine
$296K +$296K +1,358 New
W
945
WealthStone
Ohio
$293K +$15.3K +70 +5%
HPWA
946
Hall Private Wealth Advisors
North Carolina
$293K +$293K +1,347 New
GC
947
Garde Capital
Washington
$291K +$291K +1,340 New
OIM
948
Oder Investment Management
California
$289K +$289K +1,329 New
MFG
949
Magnus Financial Group
New York
$288K +$1.09K +5 +0.4%
FVWA
950
Foster Victor Wealth Advisors
South Carolina
$286K -$152K -700 -35%
36 37
38
39 40