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
BFC
1126
Bedel Financial Consulting
Indiana
$48K
RMC
1127
Resources Management Corp
Connecticut
$48K
AL
1128
ADE LLC
Maryland
$48K +$43.1K +221 New
FIA
1129
FNY Investment Advisers
New York
$47K -$88K -451 -67%
BWA
1130
BDO Wealth Advisors
Florida
$46K +$21.5K +110 +110%
AF
1131
Allworth Financial
California
$45K +$21.3K +109 +109%
SWA
1132
SOA Wealth Advisors
New York
$45K +$34.5K +177 New
GA
1133
GoalVest Advisory
New York
$45K +$40.2K +206 New
MSFP
1134
Mark Sheptoff Financial Planning
Connecticut
$44K
DSC
1135
Duncker Streett & Co
Missouri
$44K +$390 +2 +1%
SQA
1136
Simon Quick Advisors
New Jersey
$44K +$39K +200 New
IR
1137
Invictus RG
Bermuda
$44K +$39.4K +202 New
SWP
1138
ShoreHaven Wealth Partners
New Jersey
$43K +$39K +200 New
HI
1139
Human Investing
Oregon
$41K
EARNEST Partners
1140
EARNEST Partners
Georgia
$40K
AFG
1141
Albion Financial Group
Utah
$40K +$36.1K +185 New
BFG
1142
Baron Financial Group
New Jersey
$39.2K
LWANC
1143
Laurel Wealth Advisors (North Carolina)
North Carolina
$38K -$20.3K -104 -37%
PWPS
1144
Pinnacle Wealth Planning Services
Ohio
$38K +$34.3K +176 New
TFGT
1145
TS Financial Group (TSFG)
Illinois
$37K +$29.3K +150 +833%
KFI
1146
Key Financial Inc
Pennsylvania
$37K +$32.8K +168 New
CB
1147
Community Bank
New York
$36K +$32.2K +165 New
PK
1148
Pflug Koory
Nebraska
$34K
FF
1149
FourThought Financial
Florida
$34K +$30.8K +158 New
CCA
1150
Childress Capital Advisors
Texas
$32K +$28.3K +145 New