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 %
NFSG
551
Newbridge Financial Services Group
Florida
$2.03M +$497K +2,037 +32%
LWM
552
Loveless Wealth Management
Montana
$2.02M -$102K -420 -5%
AF
553
Advisornet Financial
Minnesota
$2.02M -$211K -864 -9%
TAM
554
Tabor Asset Management
New York
$2.01M -$1.68M -6,877 -45%
GF
555
Gries Financial
Ohio
$1.99M -$233K -875 -10%
MS
556
Madden Securities
Texas
$1.98M +$905K +3,710 +84%
MOS
557
MGO One Seven
Ohio
$1.97M -$38.3K -157 -2%
LNC
558
Lincoln National Corp
Pennsylvania
$1.96M +$142K +582 +8%
EF
559
Empowered Funds
Pennsylvania
$1.95M -$58.3K -239 -3%
JRP
560
Jasper Ridge Partners
California
$1.93M – – –
NA
561
NewEdge Advisors
Louisiana
$1.93M -$587K -2,406 -23%
MYLI
562
Meiji Yasuda Life Insurance
Japan
$1.93M +$80.5K +330 +4%
VMPIC
563
Varma Mutual Pension Insurance Co
Finland
$1.93M -$6.09M -25,000 -76%
IA
564
IFP Advisors
Florida
$1.91M -$9.5K -39 -0.5%
ETC
565
Exchange Traded Concepts
Oklahoma
$1.91M +$51K +209 +3%
BCM
566
Bienville Capital Management
New York
$1.9M +$29.3K +120 +2%
BPA
567
Beacon Pointe Advisors
California
$1.89M +$1.59M +6,519 +536%
MMG
568
Monetary Management Group
Missouri
$1.87M -$11K -45 -0.6%
HZ
569
Hixon Zuercher
Ohio
$1.87M +$171K +703 +10%
DCM
570
Decatur Capital Management
Georgia
$1.84M -$1.21M -4,950 -40%
LWAC
571
Laurel Wealth Advisors (California)
California
$1.84M +$21K +86 +1%
BFO
572
Boston Family Office
Massachusetts
$1.83M – – –
NW
573
NewEdge Wealth
Pennsylvania
$1.82M -$332K -1,363 -15%
VAS
574
Vestmark Advisory Solutions
Massachusetts
$1.82M -$150K -616 -8%
GT
575
Glenmede Trust
Pennsylvania
$1.82M -$636K -2,611 -26%
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