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 %
MAM
1076
Meeder Asset Management
Ohio
$123K -$1.75M -8,032 -93%
HI
1077
Hoey Investments
Pennsylvania
$120K +$120K +550 New
IFAM
1078
Institutional & Family Asset Management
Colorado
$117K +$6.09K +28 +5%
MPWT
1079
MassMutual Private Wealth & Trust
Connecticut
$116K +$20.7K +95 +22%
CA
1080
Centerpoint Advisors
Massachusetts
$116K +$116K +535 New
SIAG
1081
Safeguard Investment Advisory Group
California
$110K +$110K +506 New
DOA
1082
D'Orazio & Associates
Virginia
$109K – – –
LJHT
1083
Laurie J. Hall Trustee
$107K +$41.5K +190 +63%
MA
1084
MUFG Americas
New York
$104K +$6.5K +30 +7%
JIR
1085
James Investment Research
Ohio
$104K +$104K +477 New
AWM
1086
Avior Wealth Management
Nebraska
$101K +$5.43K +25 +6%
AIM
1087
Anchor Investment Management
South Carolina
$97.9K -$93.2K -428 -49%
PFBT
1088
Parkside Financial Bank & Trust
Missouri
$93K +$68.1K +314 +273%
LFG
1089
Larson Financial Group
Missouri
$89K +$6.75K +31 +8%
IRAG
1090
Investment Research & Advisory Group
Georgia
$87K – – –
FCA
1091
FinTrust Capital Advisors
South Carolina
$86K -$43.4K -200 -34%
OC
1092
Oakworth Capital
Alabama
$86K -$13.8K -63 -14%
CWC
1093
Carolinas Wealth Consulting
North Carolina
$85K +$42K +193 +97%
ETI
1094
Enterprise Trust & Investment
California
$80K – – –
BWM
1095
BerganKDV Wealth Management
Minnesota
$80K +$66.6K +307 +495%
BEI
1096
Benjamin Edwards Inc
Missouri
$79K -$58.9K -272 -43%
FPA
1097
First Pacific Advisors
California
$79K +$79K +363 New
BWP
1098
Baldwin Wealth Partners
Massachusetts
$75K – – –
BWL
1099
Bogart Wealth LLC
Virginia
$72K +$1.08K +5 +2%
JGIA
1100
Jackson Grant Investment Advisers
Connecticut
$69K +$58K +265 +530%
42 43
44
45 46