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 %
RSC
476
Red Spruce Capital
Pennsylvania
$830K +$20.1K +327 +2%
SAM
477
Shell Asset Management
Netherlands
$828K +$365K +5,934 +79%
BCM
478
Bayesian Capital Management
New York
$827K -$221K -3,600 -21%
SIM
479
Spark Investment Management
New York
$817K – – –
NW
480
NewEdge Wealth
Pennsylvania
$803K +$45.2K +736 +6%
MAM
481
Must Asset Management
South Korea
$800K – – –
Bank Julius Baer & Co
482
Bank Julius Baer & Co
Switzerland
$796K +$25.9K +422 +3%
BTWM
483
Baker Tilly Wealth Management
Wisconsin
$793K +$190K +3,087 +31%
EC
484
EJF Capital
Virginia
$786K -$4.74M -77,207 -86%
GIA
485
Gateway Investment Advisers
Ohio
$783K -$1.49M -24,292 -66%
SA
486
Strategic Advisors
New York
$777K +$23.2K +378 +3%
FBC
487
Fairfield, Bush & Co
Connecticut
$766K -$77.7K -1,265 -9%
GWMIA
488
Global Wealth Management Investment Advisory
Florida
$762K +$225K +3,657 +42%
AF
489
Advisornet Financial
Minnesota
$761K +$231K +3,759 +44%
RAM
490
Riggs Asset Management
Pennsylvania
$758K -$108K -1,755 -12%
KCM
491
KRS Capital Management
Michigan
$753K +$18.7K +305 +3%
BCV
492
Banque Cantonale Vaudoise
Switzerland
$750K +$142K +2,316 +23%
HZ
493
Hixon Zuercher
Ohio
$743K +$61K +992 +9%
VI
494
Vestcor Inc
New Brunswick, Canada
$741K +$248K +4,030 +50%
VAS
495
Vestmark Advisory Solutions
Massachusetts
$740K +$26.2K +426 +4%
MA
496
Modus Advisors
Minnesota
$737K +$84.1K +1,369 +13%
SWA
497
SOA Wealth Advisors
New York
$725K +$27.7K +451 +4%
AWM
498
Axxcess Wealth Management
California
$724K +$106K +1,723 +17%
FFN
499
Focus Financial Network
Minnesota
$724K +$99.6K +1,620 +16%
RIA
500
Regal Investment Advisors
Michigan
$705K -$29.9K -486 -4%
18 19
20
21 22