XYZ

Block, Inc.
XYZ

Overview Fund Activity

1,356 hedge funds and large institutions have $51.4B invested in Block, Inc. in 2021 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 513 increasing their positions, 456 reducing their positions, and 242 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,356
Holders Change
-15
Holders Change %
-1.09%
% of All Funds
20.94%
Holding in Top 10
45
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-41.56%
% of All Funds
0.69%
New
253
Increased
513
Reduced
456
Closed
242
Calls
$4.9B
Puts
$8.87B
Net Calls
-$3.97B
Net Calls Change
+$219M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$596M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$592M
3
Goldman Sachs
Goldman Sachs
New York
+$501M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$303M
5
Renaissance Technologies
Renaissance Technologies
New York
+$264M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$824M
2
Jennison Associates
Jennison Associates
New York
-$480M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$424M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$357M
5
MCM
Melvin Capital Management
New York
-$312M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
426
Kestra Private Wealth Services
Texas
$2.91M +$537K +3,325 +23%
AI
427
AXS Investments
New York
$2.91M +$2.91M +18,015 New
AIM
428
Achmea Investment Management
Netherlands
$2.9M – – –
AGA
429
Accuvest Global Advisors
Utah
$2.89M +$1.84M +11,416 +177%
BS
430
Banco Santander
Spain
$2.88M -$609K -3,773 -17%
SW
431
SlateStone Wealth
Florida
$2.87M -$90.8K -562 -3%
EAMA
432
EFG Asset Management (Americas)
Florida
$2.86M -$21K -130 -0.7%
B
433
Bensler
Washington
$2.84M +$2.84M +17,557 New
SIC
434
Salem Investment Counselors
North Carolina
$2.83M +$163K +1,008 +6%
RA
435
Rational Advisors
New York
$2.82M +$1.09M +6,729 +63%
HI
436
Harbour Investments
Wisconsin
$2.81M -$1.42M -8,762 -33%
LWM
437
Lyell Wealth Management
California
$2.8M -$1.45M -8,960 -34%
CAPTRUST Financial Advisors
438
CAPTRUST Financial Advisors
North Carolina
$2.78M +$179K +1,108 +7%
BAMF
439
BI Asset Management Fondsmaeglerselskab
Denmark
$2.76M +$697K +4,316 +34%
ACM
440
Alamar Capital Management
California
$2.76M +$255K +1,578 +10%
LC
441
Longitude (Cayman)
Cayman Islands
$2.75M – – –
PFM
442
Privium Fund Management
Netherlands
$2.72M +$2.72M +16,477 New
CIBC Private Wealth Group
443
CIBC Private Wealth Group
Georgia
$2.71M +$525K +3,248 +24%
CCM
444
Covington Capital Management
California
$2.7M +$64.3K +398 +2%
AWM
445
Avitas Wealth Management
California
$2.69M +$50.7K +314 +2%
BHB
446
Bank Hapoalim BM
Israel
$2.68M +$543K +3,360 +25%
EDRH
447
Edmond de Rothschild Holding
Switzerland
$2.68M +$368K +2,278 +16%
PP
448
PDT Partners
New York
$2.67M -$80.8K -500 -3%
CAM
449
Covenant Asset Management
New Jersey
$2.66M -$297K -1,839 -10%
GPA
450
Garrison Point Advisors
California
$2.64M +$29.1K +180 +1%
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