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 %
IAIM
601
International Assets Investment Management
Florida
$1.64M -$1.45M -5,937 -47%
Carson Wealth (CWM LLC)
602
Carson Wealth (CWM LLC)
Nebraska
$1.63M – – –
OQS
603
Occudo Quantitative Strategies
Florida
$1.63M +$797K +3,268 +96%
NIM
604
Northeast Investment Management
Massachusetts
$1.6M +$187K +768 +13%
VI
605
Vestcor Inc
New Brunswick, Canada
$1.6M +$1.6M +6,541 New
SRAM
606
Spouting Rock Asset Management
Pennsylvania
$1.59M +$488 +2 +0%
KWM
607
Kingsview Wealth Management
Oregon
$1.59M -$1.15M -4,763 -42%
RCIM
608
Russell Clark Investment Management
United Kingdom
$1.59M – – –
PA
609
Paragon Advisors
Texas
$1.58M +$1.24M +5,101 +367%
AGA
610
Accuvest Global Advisors
Utah
$1.57M -$32.4K -133 -2%
MA
611
Modus Advisors
Minnesota
$1.57M +$61.9K +254 +4%
WAM
612
Werlinich Asset Management
Connecticut
$1.56M -$79.2K -325 -5%
LS
613
Livforsakringsbolaget Skandia
Sweden
$1.56M +$244K +1,000 +19%
AFC
614
AFT Forsyth & Company
Florida
$1.53M +$956K +3,920 +166%
WAM
615
World Asset Management
Michigan
$1.52M -$53.9K -221 -3%
HSA
616
Hussman Strategic Advisors
Maryland
$1.51M +$1.51M +6,200 New
MWM
617
Meridian Wealth Management
Kentucky
$1.49M +$274K +1,126 +23%
RJT
618
Raymond James Trust
Florida
$1.49M +$65.8K +270 +5%
PWM
619
Perigon Wealth Management
California
$1.49M +$139K +570 +10%
VPIM
620
Vanguard Personalized Indexing Management
California
$1.47M -$743K -3,048 -34%
WWM
621
WT Wealth Management
Arizona
$1.47M +$68.5K +281 +5%
GAG
622
GM Advisory Group
New York
$1.47M +$148K +606 +11%
GAA
623
Green Alpha Advisors
Colorado
$1.46M -$502K -2,060 -26%
DTL
624
Dynamic Technology Lab
Singapore
$1.45M +$529K +2,168 +57%
RSC
625
Red Spruce Capital
Pennsylvania
$1.44M +$36.3K +149 +3%
23 24
25
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