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 %
SS
651
Simplicity Solutions
Minnesota
$307K -$41.3K -673 -12%
AAIM
652
American Assets Investment Management
California
$307K – – –
AWM
653
Avior Wealth Management
Nebraska
$304K +$152K +2,491 +101%
AWA
654
Aaron Wealth Advisors
Illinois
$303K -$36.4M -594,274 -99%
LCM
655
Lattice Capital Management
Washington
$302K – – –
GAMC
656
Garner Asset Management Corp
Texas
$301K +$36.8K +600 +14%
CA
657
Clearstead Advisors
Ohio
$300K +$17.9K +291 +6%
CCA
658
Column Capital Advisors
Indiana
$299K – – –
JIP
659
Jaffetilchin Investment Partners
Florida
$298K -$77.9K -1,269 -21%
SB
660
Strategic Blueprint
Georgia
$298K +$59K +959 +25%
QPW
661
Quantum Private Wealth
Florida
$297K -$4.6K -75 -2%
FPAS
662
Focus Partners Advisor Solutions
Missouri
$295K +$19.9K +325 +7%
Polen Capital Management
663
Polen Capital Management
Florida
$294K +$294K +4,783 New
SMH
664
Sanders Morris Harris
Texas
$292K – – –
TIS
665
Tortoise Index Solutions
Kansas
$290K +$63.3K +1,030 +28%
EF
666
Empowered Funds
Pennsylvania
$289K +$289K +4,693 New
AFP
667
Ausdal Financial Partners
Iowa
$288K -$1.17M -18,981 -80%
RHBC
668
R.H. Bluestein & Co
Michigan
$288K -$7.08K -115 -2%
A
669
Apoletto
British Virgin Islands
$288K – – –
GAM
670
Grandview Asset Management
Pennsylvania
$288K +$12.3K +200 +4%
Chevy Chase Trust
671
Chevy Chase Trust
Maryland
$286K -$60.4K -982 -17%
CCM
672
Conway Capital Management
California
$285K – – –
AA
673
Ancora Advisors
Ohio
$284K – – –
FC
674
FORA Capital
Florida
$284K +$284K +4,615 New
BFS
675
Bradley Foster & Sargent
Connecticut
$283K -$33.8K -550 -11%
25 26
27
28 29