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 %
WPW
1051
Waldron Private Wealth
Pennsylvania
$203K +$203K +937 New
GRP
1052
Global Retirement Partners
California
$201K +$72.8K +334 +57%
WP
1053
WealthSource Partners
California
$200K -$152K -700 -43%
MF
1054
Manchester Financial
California
$198K -$19.6K -90 -9%
CAL
1055
Capital Advisors Ltd
Ohio
$196K – – –
MAWCM
1056
Mine & Arao Wealth Creation & Management
California
$196K – – –
HPC
1057
HM Payson & Co
Maine
$190K -$14.3K -66 -7%
RWM
1058
Ritholtz Wealth Management
New York
$190K +$190K +874 New
LWCFA
1059
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$180K – – –
PCM
1060
Penserra Capital Management
California
$173K -$348K -1,603 -67%
LGA
1061
Lebenthal Global Advisors
New York
$167K +$167K +769 New
CFGS
1062
Concourse Financial Group Securities
Alabama
$157K +$24.5K +113 +19%
CQS
1063
Credential Qtrade Securities
$154K -$9.14K -42 -6%
CMBA
1064
C.M. Bidwell & Associates
Hawaii
$153K -$1.52K -7 -1%
AP
1065
Atwood & Palmer
Missouri
$152K – – –
ECM
1066
EMC Capital Management
Texas
$152K +$152K +700 New
PMFA
1067
Plante Moran Financial Advisors
Michigan
$152K +$152K +700 New
SBSB
1068
Sullivan, Bruyette, Speros & Blaney
Virginia
$152K +$152K +700 New
FHA
1069
First Horizon Advisors
Tennessee
$148K +$70.2K +322 +90%
HFA
1070
Hoover Financial Advisors
Pennsylvania
$145K +$145K +625 New
PO
1071
Private Ocean
California
$144K -$43.5K -200 -23%
ST
1072
Smithfield Trust
Pennsylvania
$144K +$43.8K +201 +44%
PFGIA
1073
Patriot Financial Group Insurance Agency
Massachusetts
$143K +$20.7K +95 +17%
CB
1074
CNB Bank
Pennsylvania
$135K – – –
BG
1075
Bollard Group
Massachusetts
$131K +$131K +600 New
41 42
43
44 45