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 %
TC
976
Telemus Capital
Michigan
$261K -$653K -3,000 -71%
AIA
977
Avalon Investment & Advisory
Texas
$261K -$18.7K -86 -7%
BTW
978
Boston Trust Walden
Massachusetts
$261K +$261K +1,200 New
HNB
979
Huntington National Bank
Ohio
$258K +$44.3K +204 +21%
ZIG
980
Zuckerman Investment Group
Illinois
$256K +$256K +1,175 New
WFO
981
Wealthgate Family Office
Colorado
$256K +$256K +1,177 New
CA
982
Cornerstone Advisory
Maryland
$255K +$255K +1,170 New
EWM
983
Elite Wealth Management
Washington
$253K +$253K +1,161 New
SIA
984
SkyView Investment Advisors
New Jersey
$252K +$252K +1,158 New
QPWM
985
Quadrant Private Wealth Management
Pennsylvania
$251K -$32.1K -147 -11%
Baillie Gifford & Co
986
Baillie Gifford & Co
United Kingdom
$251K +$251K +1,153 New
GLA
987
Good Life Advisors
Pennsylvania
$251K +$251K +1,164 New
SWRP
988
Summit Wealth & Retirement Planning
California
$250K +$250K +1,149 New
SFA
989
Sequoia Financial Advisors
Ohio
$249K +$249K +1,144 New
AIL
990
AGF Investments LLC
Ontario, Canada
$247K +$247K +1,134 New
NFC
991
Northeast Financial Consultants
Connecticut
$246K +$246K +1,129 New
TCM
992
TimesSquare Capital Management
New York
$246K +$246K +1,132 New
IIA
993
IPG Investment Advisors
California
$246K +$246K +1,130 New
RCAG
994
Rehmann Capital Advisory Group
Michigan
$244K +$244K +1,123 New
KFS
995
Kaizen Financial Strategies
California
$243K +$243K +1,115 New
MAM
996
Martingale Asset Management
Massachusetts
$240K +$240K +1,101 New
AWM
997
Atticus Wealth Management
Florida
$238K +$96.8K +444 +69%
BCA
998
Berman Capital Advisors
Georgia
$237K +$50.7K +234 +27%
YWP
999
YorkBridge Wealth Partners
New York
$237K +$237K +1,090 New
CSPIA
1000
Cary Street Partners Investment Advisory
Virginia
$236K +$99.8K +458 +73%
38 39
40
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