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 %
RG
1151
Retirement Group
California
$29K +$29K +120 New
SL
1152
Savior LLC
Massachusetts
$28K – – –
NSIM
1153
North Star Investment Management
Illinois
$28K +$5.03K +23 +22%
RIM
1154
Rockbridge Investment Management
New York
$28K +$17.1K +78 +156%
MA
1155
MCF Advisors
Kentucky
$25K – – –
TFM
1156
TFC Financial Management
Massachusetts
$24K – – –
CWA
1157
Clearview Wealth Advisors
Oregon
$24K +$24K +109 New
TWA
1158
TCI Wealth Advisors
Arizona
$23K – – –
BCM
1159
Blume Capital Management
California
$23K +$1.3K +6 +6%
HFS
1160
Hantz Financial Services
Michigan
$23K +$23K +104 New
JPLA
1161
Joseph P. Lucia & Associates
New York
$23K +$23K +104 New
HRC
1162
Hoertkorn Richard Charles
$22K – – –
FMTCOCP
1163
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K – – –
ME
1164
McIlrath & Eck
Washington
$22K – – –
MLFP
1165
MPS Loria Financial Planners
Illinois
$22K +$22K +100 New
SNT
1166
Security National Trust
West Virginia
$22K +$22K +100 New
TFIPS
1167
Towarzystwo Funduszy Inwestycyjnych PZU SA
$21.8K +$21.8K +100 New
TCOV
1168
Trust Company of Vermont
Vermont
$21K -$1.11K -5 -5%
WAS
1169
Winch Advisory Services
Wisconsin
$21K +$6.28K +29 +43%
Jones Financial Companies
1170
Jones Financial Companies
Missouri
$21K +$21K +96 New
BSSFA
1171
Baron Silver Stevens Financial Advisors
Florida
$21K +$21K +100 New
HWM
1172
Holloway Wealth Management
Florida
$20K -$15K – –
BWM
1173
Birchcreek Wealth Management
Ohio
$20K +$20K +94 New
SBL
1174
Sargent Bickham Lagudis
Colorado
$19K – – –
EIP
1175
Ellis Investment Partners
Pennsylvania
$18K – – –
45 46
47
48 49