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 %
CFB
1101
Cullen/Frost Bankers
Texas
$68K – – –
SWA
1102
Sutton Wealth Advisors
Florida
$66.8K – – –
CAL
1103
Capital Analysts LLC
Pennsylvania
$65K +$21.7K +100 +50%
WFA
1104
Wells Financial Advisors
Massachusetts
$65K +$65K +300 New
EWM
1105
Endurance Wealth Management
Rhode Island
$65K +$65K +300 New
NICM
1106
Neo Ivy Capital Management
New York
$59K +$19.4K +89 +49%
GAM
1107
Gemmer Asset Management
California
$58K +$14.2K +65 +33%
MWP
1108
Meridian Wealth Partners
Pennsylvania
$57K +$2.82K +13 +5%
HFS
1109
Horizon Financial Services
North Carolina
$56K – – –
OIA
1110
Optimum Investment Advisors
Illinois
$55K – – –
PP
1111
PrairieView Partners
Minnesota
$55K +$437 +2 +0.8%
MA
1112
Montag & Associates
Georgia
$55K +$55K +252 New
HFS
1113
HBC Financial Services
Washington
$54K -$6K -25 -10%
SSB
1114
Sandy Spring Bank
Maryland
$54K -$867 -4 -2%
JWA
1115
JFS Wealth Advisors
Pennsylvania
$54K – – –
EWM
1116
Edge Wealth Management
New York
$54K – – –
TCM
1117
Tradewinds Capital Management
Washington
$52K +$28.2K +130 +118%
GG
1118
Gleason Group
Kentucky
$51K – – –
EW
1119
Evoke Wealth
California
$49K -$27.2K -125 -36%
SFPG
1120
Stonebridge Financial Planning Group
Florida
$49K – – –
MCM
1121
Manchester Capital Management
Vermont
$49K +$47.9K +218 +4,360%
RMC
1122
Resources Management Corp
Connecticut
$48K – – –
BFC
1123
Bedel Financial Consulting
Indiana
$48K – – –
AL
1124
ADE LLC
Maryland
$48K +$48K +221 New
FIA
1125
FNY Investment Advisers
New York
$47K -$96.8K -451 -67%
43 44
45
46 47