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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
AWM
1001
Atticus Wealth Management
Florida
$238K +$86.6K +444 +69%
BCA
1002
Berman Capital Advisors
Georgia
$237K +$45.6K +234 +27%
YWP
1003
YorkBridge Wealth Partners
New York
$237K +$213K +1,090 New
CSPIA
1004
Cary Street Partners Investment Advisory
Virginia
$236K +$89.3K +458 +73%
PL
1005
Plancorp LLC
Missouri
$234K +$210K +1,075 New
PAM
1006
Premier Asset Management
Illinois
$234K +$210K +1,075 New
CIA
1007
Capital Investment Advisors
Georgia
$233K -$76.3K -391 -27%
OPW
1008
Oxler Private Wealth
New York
$233K +$210K +1,075 New
GA
1009
Gateway Advisory
New Jersey
$232K +$208K +1,068 New
AP
1010
Americana Partners
Texas
$232K +$209K +1,069 New
RG
1011
Rikoon Group
New Mexico
$231K +$207K +1,062 New
WDC
1012
Woodward Diversified Capital
California
$230K +$206K +1,055 New
CA
1013
Crewe Advisors
Utah
$229K -$10.3K -53 -5%
KLCM
1014
KG&L Capital Management
Louisiana
$229K +$206K +1,054 New
LHC
1015
Little House Capital
Massachusetts
$228K -$58.7K -301 -22%
PP
1016
Patten & Patten
Tennessee
$227K +$204K +1,044 New
HCMT
1017
Highland Capital Management (Tennessee)
Tennessee
$227K +$204K +1,045 New
RI
1018
Ridgewood Investments
New Jersey
$226K
SFO
1019
Stokes Family Office
Louisiana
$225K +$202K +1,036 New
OA
1020
Oxbow Advisors
Texas
$224K +$201K +1,030 New
SW
1021
SkyOak Wealth
Michigan
$224K +$201K +1,030 New
WT
1022
Washington Trust
Rhode Island
$222K -$9.75K -50 -5%
DIM
1023
DC Investments Management
Virginia
$221K +$198K +1,014 New
RWA
1024
Ropes Wealth Advisors
Massachusetts
$221K +$198K +1,016 New
ANBT
1025
American National Bank & Trust
Texas
$218K