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 %
CBT
701
Central Bank & Trust
Kentucky
$1.01M +$528K +2,166 +109%
EWM
702
Executive Wealth Management
Michigan
$1.01M +$328K +1,345 +48%
OPS
703
Orion Portfolio Solutions
Nebraska
$1.01M -$32.7K -134 -3%
PCS
704
Personal CFO Solutions
New Jersey
$1M -$244 -1 -0%
FB
705
Fulton Bank
Pennsylvania
$992K -$8.05K -33 -0.8%
MPW
706
Monterey Private Wealth
California
$984K – – –
AIP
707
Almanack Investment Partners
Pennsylvania
$983K +$3.9K +16 +0.4%
OSAM
708
O'Shaughnessy Asset Management
Connecticut
$983K +$45.8K +188 +5%
CST
709
Charles Schwab Trust
Nevada
$975K – – –
UAM
710
UAS Asset Management
New York
$975K +$975K +4,000 New
LTI
711
Laffer Tengler Investments
Tennessee
$973K +$319K +1,308 +49%
C
712
Certuity
Florida
$971K -$40.3K -165 -4%
SC
713
Sepio Capital
Utah
$968K -$83.3K -342 -8%
FAIM
714
Financial Advocates Investment Management
Washington
$958K -$219K -1,299 -19%
BFM
715
Boothbay Fund Management
New York
$956K -$278K -1,141 -23%
LWM
716
Lyell Wealth Management
California
$956K +$12.2K +50 +1%
HSA
717
HBK Sorce Advisory
Pennsylvania
$950K +$232K +952 +32%
SF
718
Synovus Financial
Georgia
$948K +$26.1K +107 +3%
SP
719
SWS Partners
Ohio
$947K -$954K -3,915 -50%
SCM
720
Schnieders Capital Management
California
$946K -$44.4K -182 -4%
HH
721
Hilltop Holdings
Texas
$944K +$108K +443 +13%
NFC
722
Northeast Financial Consultants
Connecticut
$943K +$631K +2,590 +203%
CCWA
723
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$934K +$934K +3,830 New
PIM
724
Profit Investment Management
Maryland
$932K – – –
SS
725
Simplicity Solutions
Minnesota
$929K -$228K -937 -20%
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