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 %
WWM
426
Western Wealth Management
Colorado
$3.84M +$33.6K +138 +0.9%
LSA
427
L & S Advisors
California
$3.84M -$107K -439 -3%
CIBC Private Wealth Group
428
CIBC Private Wealth Group
Georgia
$3.84M +$2.26M +9,285 +144%
SCM
429
Shelton Capital Management
Colorado
$3.83M -$3.83M -15,700 -50%
BIP
430
Bouvel Investment Partners
Pennsylvania
$3.79M +$19.3K +79 +0.5%
Financial Engines Advisors
431
Financial Engines Advisors
California
$3.74M -$11.7K -48 -0.3%
Fifth Third Bancorp
432
Fifth Third Bancorp
Ohio
$3.72M +$266K +1,090 +8%
BCI
433
Brinker Capital Investments
Pennsylvania
$3.71M +$411K +1,687 +12%
PFS
434
Prospera Financial Services
Texas
$3.68M +$1.3M +5,313 +54%
HIIFS
435
Harel Insurance Investments & Financial Services
Israel
$3.66M -$523K -658 -12%
HIA
436
Harbor Investment Advisory
Maryland
$3.64M -$719K -2,950 -17%
KC
437
Kingfisher Capital
North Carolina
$3.64M +$41.7K +171 +1%
P
438
Pitcairn
Pennsylvania
$3.63M +$18.8K +77 +0.5%
CAPTRUST Financial Advisors
439
CAPTRUST Financial Advisors
North Carolina
$3.63M +$167K +685 +5%
AFP
440
Ausdal Financial Partners
Iowa
$3.6M +$368K +1,511 +11%
SIC
441
Salem Investment Counselors
North Carolina
$3.6M +$830K +3,403 +30%
SWP
442
Stratos Wealth Partners
Ohio
$3.59M -$724K -2,970 -17%
CIA
443
Capital Impact Advisors
Massachusetts
$3.52M -$685K -2,808 -16%
ACM
444
Alamar Capital Management
California
$3.51M -$623K -2,557 -15%
ARI
445
Applied Research Investments
Delaware
$3.45M +$3.45M +14,157 New
SB
446
Strategic Blueprint
Georgia
$3.44M +$410K +1,682 +14%
TI
447
Trexquant Investment
Connecticut
$3.43M -$4.71M -19,328 -58%
BWM
448
BNC Wealth Management
Oregon
$3.41M +$81.7K +335 +2%
CAM
449
Covenant Asset Management
New Jersey
$3.41M +$1.8M +7,395 +112%
FCI
450
Financial Counselors Inc
Kansas
$3.41M +$2.87M +11,752 +530%
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