XYZ

Block, Inc.
XYZ

Overview Fund Activity

1,241 hedge funds and large institutions have $49.9B invested in Block, Inc. in 2022 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 604 increasing their positions, 352 reducing their positions, and 256 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,241
Holders Change
-115
Holders Change %
-8.48%
% of All Funds
19.64%
Holding in Top 10
44
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.22%
% of All Funds
0.7%
New
156
Increased
604
Reduced
352
Closed
256
Calls
$5.52B
Puts
$8.24B
Net Calls
-$2.72B
Net Calls Change
+$1.25B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$936M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$871M
3
BlackRock
BlackRock
New York
+$714M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$612M
5
Sands Capital Management
Sands Capital Management
Virginia
+$543M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$1.35B
2
Goldman Sachs
Goldman Sachs
New York
-$422M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$320M
4
Renaissance Technologies
Renaissance Technologies
New York
-$264M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
701
Grandview Asset Management
Pennsylvania
$608K -$678 -5 -0.1%
FPAS
702
Focus Partners Advisor Solutions
Missouri
$606K +$606K +4,483 New
APP
703
Avantax Planning Partners
Iowa
$601K +$284K +2,091 +89%
VFA
704
Valeo Financial Advisors
Indiana
$598K +$191K +1,408 +47%
JM
705
Jeneq Management
New York
$597K -$23.8M -175,200 -98%
HCM
706
Hodges Capital Management
Texas
$596K -$33.9K -250 -5%
GAMC
707
Garner Asset Management Corp
Texas
$584K – – –
RWB
708
RMR Wealth Builders
New Jersey
$580K +$371K +2,732 +177%
BFEC
709
Benjamin F. Edwards & Company
Missouri
$579K -$332K -2,448 -36%
MCM
710
MAI Capital Management
Ohio
$579K -$68.6K -506 -11%
LSA
711
L & S Advisors
California
$577K -$1.35M -9,948 -70%
ARG
712
Advisory Resource Group
Oklahoma
$576K +$154K +1,133 +36%
FMAEN1
713
Fund Management at Engine No 1
California
$575K +$575K +4,242 New
TCWM
714
Total Clarity Wealth Management
Illinois
$574K -$29.2K -215 -5%
OPS
715
Orion Portfolio Solutions
Nebraska
$573K -$45.9K -339 -7%
EWM
716
Executive Wealth Management
Michigan
$572K +$48.7K +359 +9%
WA
717
WP Advisors
California
$571K +$132K +970 +30%
LCM
718
Lattice Capital Management
Washington
$570K – – –
AP
719
Adero Partners
California
$568K -$13.3K -98 -2%
EWM
720
Elite Wealth Management
Washington
$568K +$54.2K +400 +11%
MPW
721
Monterey Private Wealth
California
$567K – – –
ISWM
722
Independent Solutions Wealth Management
New York
$565K +$28.3K +209 +5%
SGA
723
Seaport Global Advisors
Massachusetts
$563K -$325K -2,392 -37%
PCS
724
Personal CFO Solutions
New Jersey
$562K +$53.1K +392 +10%
C
725
Certuity
Florida
$561K +$13.2K +97 +2%
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