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Block Inc

1,241 hedge funds and large institutions have $64.7B invested in Block Inc in 2020 Q4 according to their latest regulatory filings, with 328 funds opening new positions, 475 increasing their positions, 330 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

362% more first-time investments, than exits

New positions opened: 328 | Existing positions closed: 71

44% more repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 330

37% more funds holding in top 10

Funds holding in top 10: 5778 (+21)

36% more capital invested

Capital invested by funds: $47.7B → $64.7B (+$17B)

25% more funds holding

Funds holding: 9961,241 (+245)

2.1% less ownership

Funds ownership: 79.02%76.92% (-2.1%)

35% less call options, than puts

Call options by funds: $6.23B | Put options by funds: $9.56B

Holders
1,241
Holders Change
+245
Holders Change %
+24.6%
% of All Funds
21.96%
Holding in Top 10
78
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+36.84%
% of All Funds
1.38%
New
328
Increased
475
Reduced
330
Closed
71
Calls
$6.23B
Puts
$9.56B
Net Calls
-$3.33B
Net Calls Change
-$1.64B
Name Holding Trade Value Shares
Change
Change in
Stake
CA
976
Claro Advisors
Massachusetts
$270K -$11.7K -60 -5%
ODG
977
O'Dell Group
Ohio
$268K +$240K +1,231 New
NC
978
NovaPoint Capital
Georgia
$265K +$237K +1,217 New
EWM
979
Evercore Wealth Management
New York
$265K +$238K +1,219 New
TC
980
Telemus Capital
Michigan
$261K -$585K -3,000 -71%
AIA
981
Avalon Investment & Advisory
Texas
$261K -$16.8K -86 -7%
BTW
982
Boston Trust Walden
Massachusetts
$261K +$234K +1,200 New
HNB
983
Huntington National Bank
Ohio
$258K +$39.8K +204 +21%
ZIG
984
Zuckerman Investment Group
Illinois
$256K +$229K +1,175 New
WFO
985
Wealthgate Family Office
Colorado
$256K +$230K +1,177 New
CA
986
Cornerstone Advisory
Maryland
$255K +$228K +1,170 New
EWM
987
Elite Wealth Management
Washington
$253K +$226K +1,161 New
SIA
988
SkyView Investment Advisors
New Jersey
$252K +$226K +1,158 New
QPWM
989
Quadrant Private Wealth Management
Pennsylvania
$251K -$28.7K -147 -11%
Baillie Gifford & Co
990
Baillie Gifford & Co
United Kingdom
$251K +$225K +1,153 New
GLA
991
Good Life Advisors
Pennsylvania
$251K +$227K +1,164 New
SWRP
992
Summit Wealth & Retirement Planning
California
$250K +$224K +1,149 New
SFA
993
Sequoia Financial Advisors
Ohio
$249K +$223K +1,144 New
AIL
994
AGF Investments LLC
Ontario, Canada
$247K +$221K +1,134 New
NFC
995
Northeast Financial Consultants
Connecticut
$246K +$220K +1,129 New
TCM
996
TimesSquare Capital Management
New York
$246K +$221K +1,132 New
IIA
997
IPG Investment Advisors
California
$246K +$220K +1,130 New
RCAG
998
Rehmann Capital Advisory Group
Michigan
$244K +$219K +1,123 New
KFS
999
Kaizen Financial Strategies
California
$243K +$218K +1,115 New
MAM
1000
Martingale Asset Management
Massachusetts
$240K +$215K +1,101 New