XYZ

Block, Inc.

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
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
1176
Toth Financial Advisory
Virginia
$18K +$18K +82 New
JFA
1177
JNBA Financial Advisors
Minnesota
$17K +$4.42K +20 +35%
APWA
1178
Atlas Private Wealth Advisors
New Jersey
$16K -$3.03K -14 -16%
TIAM2
1179
Tru Independence Asset Management 2
Oregon
$16K +$16K +73 New
BWM
1180
Baystate Wealth Management
Massachusetts
$15K -$6.27K -28 -29%
ICM
1181
Islay Capital Management
Texas
$15K
RFA
1182
Reilly Financial Advisors
California
$15K +$11.6K +55 +344%
SIS
1183
Sound Income Strategies
Florida
$14K +$12.1K +57 +633%
SJIM
1184
St. Johns Investment Management
Florida
$13K
AssetMark Inc
1185
AssetMark Inc
California
$12K +$12K +54 New
1IA
1186
1834 Investment Advisors
Wisconsin
$12K +$12K +55 New
POIA
1187
Pin Oak Investment Advisors
Texas
$12K +$12K +56 New
CCM
1188
Cribstone Capital Management
Maine
$11K -$5.5K -25 -33%
CCMW
1189
Cypress Capital Management (Wyoming)
Wyoming
$11K
LWM
1190
Liberty Wealth Management
California
$11K +$415 +2 +4%
OCM
1191
Orion Capital Management
California
$11K +$11K +50 New
Loomis, Sayles & Company
1192
Loomis, Sayles & Company
Massachusetts
$11K +$11K +51 New
IA
1193
Inspire Advisors
Idaho
$11K +$11K +51 New
KFS
1194
Kelly Financial Services
Massachusetts
$10.9K +$10.9K +50 New
NCM
1195
New Capital Management
Texas
$10K
TCWA
1196
Ten Capital Wealth Advisors
Washington
$10K +$10K +44 New
FPW
1197
Flagship Private Wealth
Massachusetts
$8.1K +$8.1K +40 New
Simplex Trading
1198
Simplex Trading
Illinois
$8K -$11M -51,074 -100%
HGWM
1199
Harvest Group Wealth Management
Massachusetts
$8K +$7.18K +35 +875%
WWM
1200
Wolff Wiese Magana
California
$8K +$8K +35 New