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
$1.87B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$3.33B
3
BlackRock
BlackRock
New York
$4.56B
4
AIM
ARK Investment Management
Florida
$1.54B
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$358M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$6.15B
2
Fidelity International
Fidelity International
Bermuda
$21.3M
3
Capital World Investors
Capital World Investors
California
$1.19B
4
HCM
HMI Capital Management
California
$77.9M
5
Allianz Asset Management
Allianz Asset Management
Germany
$702M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
1201
Concord Wealth Partners
Virginia
$8K +$8K +38 New
VCM
1202
Vigilant Capital Management
Maine
$7K – – –
BHWM
1203
Bay Harbor Wealth Management
Maryland
$6K -$444 -2 -7%
DI
1204
Disciplined Investments
Oklahoma
$5K -$3K -15 -38%
CWA
1205
Carolina Wealth Advisors
South Carolina
$5K – – –
HWA
1206
Heritage Wealth Advisors
Virginia
$5K +$1K +5 +25%
HS
1207
Horan Securities
United States
$5K +$5K +21 New
TFO
1208
Tarbox Family Office
California
$5K +$5K +24 New
AAP
1209
Arax Advisory Partners
Colorado
$5K +$5K +25 New
APC
1210
Aspire Private Capital
North Carolina
$4K -$70.6K -300 -95%
SIM
1211
Sonora Investment Management
Arizona
$4K – – –
MIM
1212
Macroview Investment Management
Maryland
$4K +$4K +20 New
IA
1213
IFS Advisors
Kansas
$4K +$4K +20 New
RWG
1214
Regal Wealth Group
California
$3K -$25K -100 -89%
VRM
1215
Vectors Research Management
New York
$3K – – –
PC
1216
Permanens Capital
New York
$3K +$429 +2 +17%
BAM
1217
Bellevue Asset Management
Washington
$3K +$3K +12 New
CP
1218
Corbenic Partners
Pennsylvania
$2K -$1.14K -4 -36%
MFT
1219
Moisand Fitzgerald Tamayo
Florida
$2K – – –
CAM
1220
ClariVest Asset Management
California
$2K – – –
VCM
1221
Versant Capital Management
Arizona
$2K – – –
CCC
1222
Crescent Capital Consulting
Louisiana
$2K +$2K +7 New
DWA
1223
Dougherty Wealth Advisers
Minnesota
$2K +$2K +8 New
SWM
1224
Sugarloaf Wealth Management
Georgia
$2K +$2K +8 New
BC
1225
Bartlett & Co
Ohio
$2K +$2K +9 New
47 48
49
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