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 %
GG
676
Gofen & Glossberg
Illinois
$282K – – –
BOM
677
Bank of Marin
California
$282K +$28.8K +468 +11%
CW
678
Connectus Wealth
Ohio
$278K -$17.3K -282 -6%
AC
679
ASB Consultores
Florida
$278K +$34.3K +558 +14%
OPS
680
Orion Portfolio Solutions
Nebraska
$276K +$16.2K +264 +6%
SGA
681
Seaport Global Advisors
Massachusetts
$276K +$20.9K +340 +8%
FT
682
Fiduciary Trust
Massachusetts
$274K -$89.2K -1,453 -25%
OSAM
683
O'Shaughnessy Asset Management
Connecticut
$268K -$116K -1,882 -30%
RWB
684
RMR Wealth Builders
New Jersey
$267K +$3.88K +63 +1%
AP
685
Adero Partners
California
$266K -$2.76K -43 -1%
SCM
686
Schnieders Capital Management
California
$264K +$12.2K +198 +5%
FFM
687
Forum Financial Management
Illinois
$263K +$263K +4,278 New
PCS
688
Personal CFO Solutions
New Jersey
$261K +$6.44K +105 +3%
VF
689
Virtu Financial
New York
$257K -$205K -3,334 -44%
MCM
690
MAI Capital Management
Ohio
$254K -$8.93K -145 -3%
WWM
691
WJ Wealth Management
Arizona
$253K +$58.4K +953 +30%
DFC
692
DB Fitzpatrick & Co
Idaho
$253K +$110K +1,795 +78%
AFC
693
AFT Forsyth & Company
Florida
$251K -$61 -1 -0%
MGIA
694
Moneta Group Investment Advisors
Missouri
$251K +$27.5K +448 +12%
SF
695
Synovus Financial
Georgia
$250K -$366 -6 -0.1%
MA
696
MCF Advisors
Kentucky
$250K +$245K +3,980 +4,795%
MPW
697
Monterey Private Wealth
California
$249K +$307 +5 +0.1%
NIM
698
Northeast Investment Management
Massachusetts
$248K -$205K -3,333 -45%
EWM
699
Elite Wealth Management
Washington
$247K -$10.7K -174 -4%
CIBC Private Wealth Group
700
CIBC Private Wealth Group
Georgia
$246K -$723K -11,768 -75%
26 27
28
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