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 %
LWM
576
Loveless Wealth Management
Montana
$451K -$22.7K -369 -5%
NIP
577
Nicholas Investment Partners
California
$444K -$205K -3,334 -32%
AL
578
Arnhold LLC
New York
$440K +$277K +4,500 +170%
HH
579
Hilltop Holdings
Texas
$437K +$258K +4,195 +144%
MWA
580
Meridian Wealth Advisors
Texas
$435K +$435K +7,084 New
FAIM
581
Financial Advocates Investment Management
Washington
$434K -$51.3K -835 -11%
FCH
582
Freestone Capital Holdings
Washington
$429K -$12.6K -205 -3%
MOS
583
MGO One Seven
Ohio
$427K -$614 -10 -0.1%
PIA
584
Perennial Investment Advisors
California
$425K -$21.1K -344 -5%
BAM
585
Belpointe Asset Management
Nevada
$425K +$123K +2,014 +41%
GCM
586
Gables Capital Management
Florida
$414K – – –
IWM
587
IHT Wealth Management
Illinois
$413K +$3.26K +53 +0.8%
PL
588
Parkwood LLC
Ohio
$410K +$262K +4,256 +176%
ECM
589
Evergreen Capital Management
Washington
$409K -$1.74M -28,249 -81%
UB
590
UMB Bank
Missouri
$409K +$29.3K +478 +8%
SG
591
Stonnington Group
California
$400K +$116K +1,690 +41%
ET
592
Equitable Trust
Tennessee
$394K -$121K -1,975 -24%
SS
593
Sunbelt Securities
Texas
$394K +$200K +3,248 +103%
OWA
594
Octavia Wealth Advisors
Ohio
$393K +$65K +1,054 +20%
NFC
595
Northeast Financial Consultants
Connecticut
$393K +$203K +3,300 +107%
LWAC
596
Laurel Wealth Advisors (California)
California
$391K -$42.5K -693 -10%
HI
597
Hoey Investments
Pennsylvania
$390K +$152K +2,472 +64%
NAM
598
NorthCrest Asset Manangement
Minnesota
$389K +$92.3K +1,500 +31%
PIM
599
Profit Investment Management
Maryland
$387K – – –
ARC
600
Advisor Resource Council
Texas
$386K +$294K +4,778 +319%
22 23
24
25 26