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 %
AWE
1026
Avidian Wealth Enterprises
Texas
$218K +$218K +1,000 New
WSCM
1027
Wellington Shields Capital Management
New York
$218K +$218K +1,000 New
ACM
1028
Advisors Capital Management
New Jersey
$218K +$218K +1,006 New
WAS
1029
Wealth Advisory Solutions
Indiana
$217K -$297K -1,368 -58%
CG
1030
Colony Group
Massachusetts
$217K +$217K +998 New
RSWM
1031
Robertson Stephens Wealth Management
California
$217K +$217K +1,000 New
FCH
1032
Freestone Capital Holdings
Washington
$215K +$56.4K +259 +35%
SW
1033
StrongBox Wealth
Missouri
$214K +$214K +981 New
BWA
1034
Bordeaux Wealth Advisors
California
$214K +$214K +981 New
CAG
1035
Crestwood Advisors Group
Massachusetts
$214K +$214K +982 New
KF
1036
Krilogy Financial
Missouri
$213K -$81.3K -373 -28%
FCM
1037
Firestone Capital Management
Florida
$211K -$23.1K -106 -10%
NL
1038
NWAM LLC
Washington
$211K +$211K +969 New
PA
1039
Pinnacle Associates
New York
$211K +$211K +971 New
FSA
1040
Franklin Street Advisors
North Carolina
$210K +$210K +965 New
PTP
1041
Platform Technology Partners
New York
$209K +$209K +959 New
WIA
1042
World Investment Advisors
California
$208K +$208K +763 New
JWM
1043
JGP Wealth Management
Oregon
$208K +$208K +874 New
MFG
1044
MidWestOne Financial Group
Iowa
$207K +$207K +950 New
QCG
1045
Quadrant Capital Group
Ohio
$206K +$12.8K +59 +7%
GWS
1046
Glassman Wealth Services
Virginia
$205K +$49.8K +229 +32%
DCM
1047
Donaldson Capital Management
Indiana
$205K +$205K +943 New
ARG
1048
Advisory Resource Group
Oklahoma
$204K +$204K +939 New
GIM
1049
Grassi Investment Management
California
$203K +$203K +931 New
RPWA
1050
Regent Peak Wealth Advisors
Georgia
$203K +$203K +933 New
40 41
42
43 44