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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
FPA
1101
First Pacific Advisors
California
$79K +$70.8K +363 New
BWP
1102
Baldwin Wealth Partners
Massachusetts
$75K
BWL
1103
Bogart Wealth LLC
Virginia
$72K +$975 +5 +2%
JGIA
1104
Jackson Grant Investment Advisers
Connecticut
$69K +$51.7K +265 +530%
CFB
1105
Cullen/Frost Bankers
Texas
$68K
SWA
1106
Sutton Wealth Advisors
Florida
$66.8K
CAL
1107
Capital Analysts LLC
Pennsylvania
$65K +$19.5K +100 +50%
EWM
1108
Endurance Wealth Management
Rhode Island
$65K +$58.5K +300 New
WFA
1109
Wells Financial Advisors
Massachusetts
$65K +$58.5K +300 New
NICM
1110
Neo Ivy Capital Management
New York
$59K +$17.4K +89 +49%
GAM
1111
Gemmer Asset Management
California
$58K +$12.7K +65 +33%
MWP
1112
Meridian Wealth Partners
Pennsylvania
$57K +$2.54K +13 +5%
HFS
1113
Horizon Financial Services
North Carolina
$56K
OIA
1114
Optimum Investment Advisors
Illinois
$55K
PP
1115
PrairieView Partners
Minnesota
$55K +$390 +2 +0.8%
MA
1116
Montag & Associates
Georgia
$55K +$49.2K +252 New
HFS
1117
HBC Financial Services
Washington
$54K -$4.88K -25 -10%
SSB
1118
Sandy Spring Bank
Maryland
$54K -$780 -4 -2%
EWM
1119
Edge Wealth Management
New York
$54K
JWA
1120
JFS Wealth Advisors
Pennsylvania
$54K
TCM
1121
Tradewinds Capital Management
Washington
$52K +$25.4K +130 +118%
GG
1122
Gleason Group
Kentucky
$51K
EW
1123
Evoke Wealth
California
$49K -$24.4K -125 -36%
SFPG
1124
Stonebridge Financial Planning Group
Florida
$49K
MCM
1125
Manchester Capital Management
Vermont
$49K +$42.5K +218 +4,360%