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 %
KLCM
601
KG&L Capital Management
Louisiana
$385K -$100K -1,632 -21%
WA
602
WP Advisors
California
$383K +$124K +2,020 +48%
HIA
603
Harbor Investment Advisory
Maryland
$378K -$39.9K -650 -10%
LNWWM
604
Laird Norton Wetherby Wealth Management
California
$377K +$21.3K +346 +6%
DAS
605
Dynamic Advisor Solutions
Arizona
$367K -$59.8K -971 -14%
PAM
606
Panagora Asset Management
Massachusetts
$366K -$24.7K -403 -6%
S
607
SignatureFD
Georgia
$365K -$66.6K -1,083 -15%
PWA
608
Phoenix Wealth Advisors
North Carolina
$363K -$42K -682 -10%
CCB
609
Cutter & Co Brokerage
Missouri
$355K -$34.8K -567 -9%
AC
610
Avestar Capital
New York
$354K -$5.17K -84 -1%
GC
611
Guggenheim Capital
Illinois
$351K +$71.2K +1,159 +25%
BFO
612
Boston Family Office
Massachusetts
$350K -$149K -2,420 -30%
TFP
613
Tilia Fiduciary Partners
North Carolina
$349K +$24K +370 +7%
CI
614
Cigna Investments
Connecticut
$348K +$40.3K +655 +13%
BCA
615
Bray Capital Advisors
Florida
$347K – – –
PSP
616
Principal Street Partners
Tennessee
$347K +$4.85K +79 +1%
CIM
617
CIM Investment Management
Pennsylvania
$346K -$1.72K -28 -0.5%
CIAS
618
Capital Investment Advisory Services
North Carolina
$343K -$246 -4 -0.1%
EWA
619
EP Wealth Advisors
California
$343K +$177K +2,887 +107%
ICP
620
Interchange Capital Partners
Pennsylvania
$340K -$7.48K -122 -2%
ACA
621
Atlas Capital Advisors
Wyoming
$339K – – –
IIA
622
IPG Investment Advisors
California
$338K +$243K +3,955 +257%
RA
623
RFG Advisory
Alabama
$336K +$45.8K +522 +16%
ARG
624
Advisory Resource Group
Oklahoma
$336K +$74.6K +1,212 +29%
YCM
625
Yousif Capital Management
Michigan
$333K -$93.1K -1,515 -22%
23 24
25
26 27