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 %
EIP
951
Ellis Investment Partners
Pennsylvania
$13K – – –
CCM
952
Cribstone Capital Management
Maine
$12K -$4K -25 -25%
ICM
953
Islay Capital Management
Texas
$11K – – –
WAS
954
Winch Advisory Services
Wisconsin
$11K +$11K +68 New
BWM
955
BerganKDV Wealth Management
Minnesota
$10K – – –
SJIM
956
St. Johns Investment Management
Florida
$10K +$10K +62 New
JFA
957
JNBA Financial Advisors
Minnesota
$9K – – –
CCMW
958
Cypress Capital Management (Wyoming)
Wyoming
$9K +$9K +50 New
EWM
959
Elmwood Wealth Management
California
$8K – – –
RIM
960
Rockbridge Investment Management
New York
$8K – – –
JGIA
961
Jackson Grant Investment Advisers
Connecticut
$8K – – –
LWM
962
Liberty Wealth Management
California
$8K – – –
FFA
963
Founders Financial Alliance
North Carolina
$8K +$8K +50 New
NCM
964
New Capital Management
Texas
$7K – – –
DI
965
Disciplined Investments
Oklahoma
$7K +$4.38K +25 +167%
VCM
966
Vigilant Capital Management
Maine
$5K – – –
BHWM
967
Bay Harbor Wealth Management
Maryland
$5K +$3.79K +22 +314%
NIM
968
NuWave Investment Management
New Jersey
$5K +$5K +32 New
PFWA
969
Paces Ferry Wealth Advisors
Georgia
$4K +$4K +26 New
SXL
970
Summit X LLC
Missouri
$3.74K +$3.74K +901 New
HWA
971
Heritage Wealth Advisors
Virginia
$3.25K +$3.25K +20 New
RFA
972
Reilly Financial Advisors
California
$3K -$5.63K -30 -65%
SIM
973
Sonora Investment Management
Arizona
$3K – – –
CWA
974
Carolina Wealth Advisors
South Carolina
$3K – – –
TFGT
975
TS Financial Group (TSFG)
Illinois
$3K +$3K +18 New
37 38
39
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