XYZ

Block, Inc.
XYZ

Overview Fund Activity

1,020 hedge funds and large institutions have $22.7B invested in Block, Inc. in 2022 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 451 increasing their positions, 341 reducing their positions, and 292 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,020
Holders Change
-221
Holders Change %
-17.81%
% of All Funds
17.25%
Holding in Top 10
24
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-45.45%
% of All Funds
0.41%
New
86
Increased
451
Reduced
341
Closed
292
Calls
$2.56B
Puts
$2.99B
Net Calls
-$428M
Net Calls Change
+$2.29B

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$317M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$167M
3
Renaissance Technologies
Renaissance Technologies
New York
+$158M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$85.6M
5
AIM
ARK Investment Management
Florida
+$72.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$431M
2
DIG
Dragoneer Investment Group
California
-$387M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$242M
4
LPC
Lone Pine Capital
Connecticut
-$182M
5
Walleye Trading
Walleye Trading
New York
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
376
Avantax Advisory Services
Texas
$1.35M +$36.4K +593 +3%
DS
377
DRW Securities
Illinois
$1.34M +$1.04M +16,855 +344%
SWP
378
Stratos Wealth Partners
Ohio
$1.33M +$114K +1,855 +9%
VPIM
379
Vanguard Personalized Indexing Management
California
$1.33M +$384K +6,243 +41%
Wealthfront Advisers
380
Wealthfront Advisers
California
$1.33M -$185K -3,006 -12%
KFP
381
KMG Fiduciary Partners
Ohio
$1.33M +$321K +5,216 +32%
DADC
382
D.A. Davidson & Co
Montana
$1.32M -$140K -2,274 -10%
SAM
383
Sompo Asset Management
Japan
$1.31M +$593K +9,660 +83%
Impax Asset Management Group
384
Impax Asset Management Group
United Kingdom
$1.31M +$285K +4,634 +28%
CIBC Asset Management
385
CIBC Asset Management
Ontario, Canada
$1.31M -$11.1K -181 -0.8%
TVWM
386
Tower View Wealth Management
Wisconsin
$1.3M +$262K +4,269 +25%
CAPTRUST Financial Advisors
387
CAPTRUST Financial Advisors
North Carolina
$1.3M +$73.8K +1,201 +6%
GRP
388
Global Retirement Partners
California
$1.29M +$101K +1,641 +9%
P
389
Pitcairn
Pennsylvania
$1.28M +$187K +3,047 +17%
MIA
390
MMBG Investment Advisors
Florida
$1.26M – – –
AFAS
391
Acorn Financial Advisory Services
Virginia
$1.26M +$67.7K +1,101 +6%
LAI
392
Legal Advantage Investments
California
$1.26M – – –
Fifth Third Bancorp
393
Fifth Third Bancorp
Ohio
$1.24M +$47.5K +773 +4%
TAF
394
Tredje AP-fonden
Sweden
$1.23M – – –
TSS
395
Two Sigma Securities
New York
$1.23M +$886K +14,417 +259%
LWM
396
Lyell Wealth Management
California
$1.21M -$92.5K -1,506 -7%
HI
397
Harbour Investments
Wisconsin
$1.21M +$1.21M +19,623 New
RA
398
RiverPark Advisors
New York
$1.2M +$798K +12,989 +199%
CBT
399
Central Bank & Trust
Kentucky
$1.2M -$288K -4,684 -19%
CLOS
400
Compagnie Lombard Odier SCmA
Switzerland
$1.19M +$179K +2,915 +18%
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