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 %
Carson Wealth (CWM LLC)
526
Carson Wealth (CWM LLC)
Nebraska
$591K +$100K +1,635 +20%
TPCW
527
TD Private Client Wealth
New York
$589K +$118K +1,917 +25%
NYLIM
528
New York Life Investment Management
New York
$586K +$586K +9,529 New
LP
529
Lloyd Park
Illinois
$584K +$145K +2,365 +33%
PWS
530
Precision Wealth Strategies
Missouri
$580K +$61.5K +958 +12%
IAA
531
Independent Advisor Alliance
North Carolina
$579K -$17.3K -281 -3%
SWM
532
SeaCrest Wealth Management
New York
$577K -$23.7K -385 -4%
F
533
F3Logic
Minnesota
$574K -$36.8K -598 -6%
BAM
534
Blueshift Asset Management
New Jersey
$572K +$280K +4,559 +96%
SIA
535
SeaBridge Investment Advisors
New Jersey
$570K +$60.6K +986 +12%
HWM
536
HB Wealth Management
Georgia
$566K +$23.2K +377 +4%
KCFA
537
Key Client Fiduciary Advisors
New Jersey
$565K +$70.3K +1,144 +14%
AWS
538
Atria Wealth Solutions
New York
$563K -$839K -13,646 -60%
WAP
539
Wealthcare Advisory Partners
Pennsylvania
$549K +$2.09K +34 +0.4%
TCA
540
Transcend Capital Advisors
New Jersey
$549K +$169K +2,750 +44%
TMAM
541
Tokio Marine Asset Management
Japan
$545K +$173K +2,812 +46%
WKSWA
542
White Knight Strategic Wealth Advisors
New Jersey
$544K +$9.21K +150 +2%
IWC
543
Integrated Wealth Concepts
Massachusetts
$536K +$16.7K +272 +3%
FIA
544
FNY Investment Advisers
New York
$532K +$532K +8,666 New
Marshall Wace
545
Marshall Wace
United Kingdom
$529K -$1.65M -26,884 -76%
SFI
546
Siemens Fonds Invest
Germany
$524K – – –
APP
547
Avantax Planning Partners
Iowa
$521K +$249K +4,043 +91%
DC
548
Davenport & Co
Virginia
$519K +$16.3K +265 +3%
TC
549
TownSquare Capital
Utah
$518K +$271K +4,422 +110%
KWM
550
Kingsview Wealth Management
Oregon
$516K +$55.9K +909 +12%
20 21
22
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