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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
HWM
1176
Holloway Wealth Management
Florida
$20K
BWM
1177
Birchcreek Wealth Management
Ohio
$20K +$18.3K +94 New
SBL
1178
Sargent Bickham Lagudis
Colorado
$19K
EIP
1179
Ellis Investment Partners
Pennsylvania
$18K
TFA
1180
Toth Financial Advisory
Virginia
$18K +$16K +82 New
JFA
1181
JNBA Financial Advisors
Minnesota
$17K +$3.9K +20 +35%
APWA
1182
Atlas Private Wealth Advisors
New Jersey
$16K -$2.73K -14 -16%
TIAM2
1183
Tru Independence Asset Management 2
Oregon
$16K +$14.2K +73 New
BWM
1184
Baystate Wealth Management
Massachusetts
$15K -$5.46K -28 -29%
ICM
1185
Islay Capital Management
Texas
$15K
RFA
1186
Reilly Financial Advisors
California
$15K +$10.7K +55 +344%
SIS
1187
Sound Income Strategies
Florida
$14K +$11.1K +57 +633%
SJIM
1188
St. Johns Investment Management
Florida
$13K
AssetMark Inc
1189
AssetMark Inc
California
$12K +$10.5K +54 New
1IA
1190
1834 Investment Advisors
Wisconsin
$12K +$10.7K +55 New
POIA
1191
Pin Oak Investment Advisors
Texas
$12K +$10.9K +56 New
CCM
1192
Cribstone Capital Management
Maine
$11K -$4.88K -25 -33%
CCMW
1193
Cypress Capital Management (Wyoming)
Wyoming
$11K
LWM
1194
Liberty Wealth Management
California
$11K +$390 +2 +4%
OCM
1195
Orion Capital Management
California
$11K +$9.75K +50 New
IA
1196
Inspire Advisors
Idaho
$11K +$9.95K +51 New
Loomis, Sayles & Company
1197
Loomis, Sayles & Company
Massachusetts
$11K +$9.95K +51 New
CT
1198
Caldwell Trust
Florida
$10.9K
KFS
1199
Kelly Financial Services
Massachusetts
$10.9K +$9.75K +50 New
NCM
1200
New Capital Management
Texas
$10K