XYZ

Block, Inc.
XYZ

Overview Fund Activity

1,343 hedge funds and large institutions have $71.6B invested in Block, Inc. in 2021 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 603 increasing their positions, 380 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,343
Holders Change
+53
Holders Change %
+4.11%
% of All Funds
23.45%
Holding in Top 10
77
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.67%
% of All Funds
1.34%
New
166
Increased
603
Reduced
380
Closed
102
Calls
$6.1B
Puts
$9.92B
Net Calls
-$3.82B
Net Calls Change
-$1.61B

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$627M
2
Invesco
Invesco
Georgia
+$298M
3
Jennison Associates
Jennison Associates
New York
+$244M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$236M
5
WRCM
Whale Rock Capital Management
Massachusetts
+$234M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.17B
2
AIM
ARK Investment Management
Florida
-$717M
3
BlackRock
BlackRock
New York
-$277M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAI
376
Legal Advantage Investments
California
$5.09M +$6.1K +25 +0.1%
ACM
377
Alcosta Capital Management
California
$5.08M +$187K +769 +4%
CMI
378
Clare Market Investments
Texas
$5.07M +$1.73M +7,098 +52%
QIM
379
Quest Investment Management
Oregon
$4.97M -$99.5K -408 -2%
BMSSC
380
B. Metzler seel. Sohn & Co
Germany
$4.88M -$156K -639 -3%
MCM
381
Maltese Capital Management
New York
$4.88M +$731K +3,000 +18%
AGC
382
Angelo Gordon & Co
New York
$4.83M – – –
Calamos Advisors
383
Calamos Advisors
Illinois
$4.83M +$36.6K +150 +0.8%
BCM
384
Bridgeway Capital Management
Texas
$4.82M +$4.82M +19,750 New
CAN
385
Cetera Advisor Networks
California
$4.81M +$1.66M +6,790 +52%
MLL
386
Moody Lynn & Lieberson
Massachusetts
$4.74M +$4.37M +17,930 +1,191%
GI
387
Gradient Investments
Minnesota
$4.71M +$424K +1,739 +10%
EAMA
388
EFG Asset Management (Americas)
Florida
$4.66M +$439K +1,801 +10%
FDCDDQ
389
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.66M +$20.5K +84 +0.4%
PFO
390
Pathstone Family Office
New Jersey
$4.63M -$383K -1,572 -8%
OHIS
391
Oak Harvest Investment Services
Texas
$4.59M +$1.9M +7,776 +70%
Mariner
392
Mariner
Kansas
$4.53M -$92.1K -378 -2%
WR
393
WD Rutherford
Oregon
$4.53M -$21.2K -87 -0.5%
FBC
394
Fairfield, Bush & Co
Connecticut
$4.5M +$206K +845 +5%
CA
395
Capitolis Advisors
New York
$4.46M -$25.4M -103,986 -85%
CWP
396
CFM Wealth Partners
Texas
$4.44M +$431K +1,748 +11%
SW
397
SlateStone Wealth
Florida
$4.41M -$10.2K -42 -0.2%
IFWM
398
Institute for Wealth Management
Colorado
$4.41M +$221K +907 +5%
HWAM
399
Hennion & Walsh Asset Management
New Jersey
$4.39M +$50.2K +206 +1%
WCM
400
Wisconsin Capital Management
Wisconsin
$4.36M +$232K +950 +6%
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