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 %
PFG
976
Pacific Financial Group
Washington
$3K +$3K +20 New
F
977
F3Logic
Minnesota
$2.73K -$423 -2,600 -13%
CPA
978
Clear Perspective Advisors
Illinois
$2.22K +$36 +46 +2%
BHB
979
Bank Hapoalim BM
Israel
$2.12K -$621 -3,820 -23%
VRM
980
Vectors Research Management
New York
$2K – – –
CP
981
Corbenic Partners
Pennsylvania
$2K – – –
PC
982
Permanens Capital
New York
$2K – – –
MFT
983
Moisand Fitzgerald Tamayo
Florida
$2K +$1K +5 +100%
FEG
984
Financial Enhancement Group
Indiana
$2K +$2K +15 New
PCS
985
Personal CFO Solutions
New Jersey
$1K -$5 -25 -0.5%
SIS
986
Sound Income Strategies
Florida
$1K – – –
VCM
987
Versant Capital Management
Arizona
$1K – – –
CAM
988
ClariVest Asset Management
California
$1K – – –
HGWM
989
Harvest Group Wealth Management
Massachusetts
$1K – – –
HR
990
Howe & Rusling
New York
$1K +$1K +5 New
MCM
991
Manchester Capital Management
Vermont
$1K +$1K +5 New
Koshinski Asset Management
992
Koshinski Asset Management
Illinois
$808 -$194 -1,049 -19%
WIM
993
Westside Investment Management
California
$153 -$8 -50 -5%
FCA
994
FinTrust Capital Advisors
South Carolina
$97 +$33 +200 +51%
Renaissance Technologies
995
Renaissance Technologies
New York
– -$110M -1,045,200 Closed
SoftBank Group
996
SoftBank Group
Japan
– -$109M -1,035,525 Closed
VF
997
Virtu Financial
New York
– -$8.95M -85,267 Closed
Rafferty Asset Management
998
Rafferty Asset Management
New York
– -$7.84M -74,690 Closed
SG
999
SCHF (GPE)
Wyoming
– -$6.53M -62,185 Closed
BCM
1000
Bridgeway Capital Management
Texas
– -$5.93M -56,460 Closed
38 39
40
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