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 %
GLA
951
Great Lakes Advisors
Illinois
$286K +$286K +1,312 New
HKAM
952
Horizon Kinetics Asset Management
New York
$285K +$8.28K +38 +3%
JCM
953
Jag Capital Management
Missouri
$285K +$285K +1,310 New
WEC
954
Winslow Evans & Crocker
Massachusetts
$282K +$165K +761 +142%
BP
955
Ballentine Partners
Massachusetts
$281K -$32.7K -150 -10%
VFA
956
Voya Financial Advisors
Connecticut
$281K +$281K +1,270 New
FFS
957
Founders Financial Securities
Maryland
$281K +$281K +1,293 New
KPCM
958
Kings Point Capital Management
New York
$279K -$10.4K -48 -4%
LC
959
Lindbrook Capital
California
$278K +$40.1K +184 +17%
CFD
960
Creative Financial Designs
Indiana
$277K -$1.96K -9 -0.7%
RFC
961
Regions Financial Corp
Alabama
$277K +$277K +1,270 New
DS
962
DRW Securities
Illinois
$276K +$276K +1,267 New
PA
963
PFG Advisors
Arizona
$274K -$16.3K -75 -6%
TWM
964
Tradition Wealth Management
Minnesota
$274K +$274K +1,257 New
MGIA
965
Moneta Group Investment Advisors
Missouri
$273K -$13.7K -63 -5%
BPA
966
Beacon Pointe Advisors
California
$273K +$273K +1,256 New
DY
967
Dowling & Yahnke
California
$272K +$272K +1,250 New
BG
968
Berry Group
Massachusetts
$272K +$272K +1,250 New
IA
969
IFG Advisory
Georgia
$272K +$272K +1,253 New
SEIA
970
Signature Estate & Investment Advisors
California
$272K +$272K +1,253 New
HWA
971
HHM Wealth Advisors
Tennessee
$271K +$98K +450 +57%
CA
972
Claro Advisors
Massachusetts
$270K -$13.1K -60 -5%
ODG
973
O'Dell Group
Ohio
$268K +$268K +1,231 New
NC
974
NovaPoint Capital
Georgia
$265K +$265K +1,217 New
EWM
975
Evercore Wealth Management
New York
$265K +$265K +1,219 New
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