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 %
PAM
1001
Premier Asset Management
Illinois
$234K +$234K +1,075 New
PL
1002
Plancorp LLC
Missouri
$234K +$234K +1,075 New
CIA
1003
Capital Investment Advisors
Georgia
$233K -$84.9K -391 -27%
OPW
1004
Oxler Private Wealth
New York
$233K +$233K +1,075 New
GA
1005
Gateway Advisory
New Jersey
$232K +$232K +1,068 New
AP
1006
Americana Partners
Texas
$232K +$232K +1,069 New
RG
1007
Rikoon Group
New Mexico
$231K +$231K +1,062 New
WDC
1008
Woodward Diversified Capital
California
$230K +$230K +1,055 New
CA
1009
Crewe Advisors
Utah
$229K -$11.6K -53 -5%
KLCM
1010
KG&L Capital Management
Louisiana
$229K +$229K +1,054 New
LHC
1011
Little House Capital
Massachusetts
$228K -$65.5K -301 -22%
PP
1012
Patten & Patten
Tennessee
$227K +$227K +1,044 New
HCMT
1013
Highland Capital Management (Tennessee)
Tennessee
$227K +$227K +1,045 New
RI
1014
Ridgewood Investments
New Jersey
$226K – – –
SFO
1015
Stokes Family Office
Louisiana
$225K +$225K +1,036 New
OA
1016
Oxbow Advisors
Texas
$224K +$224K +1,030 New
SW
1017
SkyOak Wealth
Michigan
$224K +$224K +1,030 New
WT
1018
Washington Trust
Rhode Island
$222K -$10.9K -50 -5%
DIM
1019
DC Investments Management
Virginia
$221K +$221K +1,014 New
RWA
1020
Ropes Wealth Advisors
Massachusetts
$221K +$221K +1,016 New
ANBT
1021
American National Bank & Trust
Texas
$218K – – –
BB
1022
Busey Bank
Illinois
$218K +$218K +1,000 New
CCG
1023
Chatham Capital Group
Georgia
$218K +$218K +1,000 New
BB
1024
Bell Bank
North Dakota
$218K +$218K +1,000 New
FNT
1025
First National Trust
Pennsylvania
$218K +$218K +1,000 New
39 40
41
42 43