We are live on ! Find out more
XYZ

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
DCM
1051
Donaldson Capital Management
Indiana
$205K +$184K +943 New
ARG
1052
Advisory Resource Group
Oklahoma
$204K +$183K +939 New
GIM
1053
Grassi Investment Management
California
$203K +$182K +931 New
RPWA
1054
Regent Peak Wealth Advisors
Georgia
$203K +$182K +933 New
WPW
1055
Waldron Private Wealth
Pennsylvania
$203K +$183K +937 New
GRP
1056
Global Retirement Partners
California
$201K +$65.2K +334 +57%
WP
1057
WealthSource Partners
California
$200K -$137K -700 -43%
MF
1058
Manchester Financial
California
$198K -$17.6K -90 -9%
CAL
1059
Capital Advisors Ltd
Ohio
$196K
MAWCM
1060
Mine & Arao Wealth Creation & Management
California
$196K
HPC
1061
HM Payson & Co
Maine
$190K -$12.9K -66 -7%
RWM
1062
Ritholtz Wealth Management
New York
$190K +$170K +874 New
LWCFA
1063
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$180K
PCM
1064
Penserra Capital Management
California
$173K -$313K -1,603 -67%
LGA
1065
Lebenthal Global Advisors
New York
$167K +$150K +769 New
CFGS
1066
Concourse Financial Group Securities
Alabama
$157K +$22K +113 +19%
CQS
1067
Credential Qtrade Securities
$154K -$8.19K -42 -6%
CMBA
1068
C.M. Bidwell & Associates
Hawaii
$153K -$1.36K -7 -1%
AP
1069
Atwood & Palmer
Missouri
$152K
ECM
1070
EMC Capital Management
Texas
$152K +$137K +700 New
PMFA
1071
Plante Moran Financial Advisors
Michigan
$152K +$137K +700 New
SBSB
1072
Sullivan, Bruyette, Speros & Blaney
Virginia
$152K +$137K +700 New
FHA
1073
First Horizon Advisors
Tennessee
$148K +$62.8K +322 +90%
HFA
1074
Hoover Financial Advisors
Pennsylvania
$145K +$122K +625 New
PO
1075
Private Ocean
California
$144K -$39K -200 -23%