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 %
BCM
576
Brookstone Capital Management
Illinois
$1.81M +$830K +3,438 +84%
WSFS
577
Wilmington Savings Fund Society
Delaware
$1.81M – – –
BAM
578
Belpointe Asset Management
Nevada
$1.8M +$186K +763 +12%
AI
579
Atria Investments
North Carolina
$1.78M +$286K +1,171 +19%
AA
580
Altman Advisors
Illinois
$1.78M +$92.6K +331 +5%
FIM
581
Freedom Investment Management
Connecticut
$1.77M -$91.4K -375 -5%
DC
582
Davenport & Co
Virginia
$1.77M +$32.9K +135 +2%
IMRF
583
Illinois Municipal Retirement Fund
Illinois
$1.76M – – –
PFA
584
Paradigm Financial Advisors
Missouri
$1.76M +$758K +3,108 +76%
PIA
585
Perennial Investment Advisors
California
$1.75M -$36.6K -150 -2%
OIA
586
OneDigital Investment Advisors
Kansas
$1.75M -$449K -1,843 -20%
GWM
587
Geneos Wealth Management
Colorado
$1.75M -$249K -1,032 -12%
PWSG
588
Pacific Wealth Strategies Group
California
$1.74M +$31.9K +131 +2%
FTDI
589
First Trust Direct Indexing
Massachusetts
$1.74M +$1.33M +5,452 +324%
CCB
590
Cutter & Co Brokerage
Missouri
$1.72M +$41.4K +170 +2%
GCM
591
Gables Capital Management
Florida
$1.72M -$1.3M -5,315 -43%
FAM
592
Fulcrum Asset Management
United Kingdom
$1.72M -$674K – –
DA
593
Duality Advisers
Florida
$1.71M +$1.71M +7,003 New
WCM
594
Whitener Capital Management
North Carolina
$1.69M +$12.4K +51 +0.7%
HB
595
Homrich & Berg
Georgia
$1.69M +$50.7K +208 +3%
CIAS
596
Capital Investment Advisory Services
North Carolina
$1.69M +$324K +1,328 +24%
XS
597
XR Securities
Illinois
$1.69M -$661K -2,713 -28%
SWM
598
SeaCrest Wealth Management
New York
$1.68M +$2.2K +9 +0.1%
FWM
599
Frontier Wealth Management
Missouri
$1.66M -$8.29K -34 -0.5%
EWA
600
Exencial Wealth Advisors
Oklahoma
$1.65M +$99K +406 +6%
22 23
24
25 26