XYZ

Block, Inc.
XYZ

Overview Fund Activity

1,356 hedge funds and large institutions have $51.4B invested in Block, Inc. in 2021 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 513 increasing their positions, 456 reducing their positions, and 242 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,356
Holders Change
-15
Holders Change %
-1.09%
% of All Funds
20.94%
Holding in Top 10
45
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-41.56%
% of All Funds
0.69%
New
253
Increased
513
Reduced
456
Closed
242
Calls
$4.9B
Puts
$8.87B
Net Calls
-$3.97B
Net Calls Change
+$219M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$596M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$592M
3
Goldman Sachs
Goldman Sachs
New York
+$501M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$303M
5
Renaissance Technologies
Renaissance Technologies
New York
+$264M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$824M
2
Jennison Associates
Jennison Associates
New York
-$480M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$424M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$357M
5
MCM
Melvin Capital Management
New York
-$312M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
726
Grandview Asset Management
Pennsylvania
$725K +$725K +4,489 New
PAM
727
Premier Asset Management
Illinois
$723K +$723K +4,475 New
SMC
728
Smith, Moore & Co
Missouri
$721K +$3.23K +20 +0.5%
TCWM
729
Total Clarity Wealth Management
Illinois
$718K -$42.3K -262 -6%
MRCM
730
M&R Capital Management
New Jersey
$715K -$25.7K -159 -3%
BBP
731
Banco BTG Pactual
Brazil
$714K -$24.1K -149 -3%
Los Angeles Capital Management
732
Los Angeles Capital Management
California
$711K -$11.3M -69,818 -94%
GG
733
Gofen & Glossberg
Illinois
$711K -$46.7K -289 -6%
CWM
734
Cornerstone Wealth Management
Missouri
$711K +$199K +1,238 +39%
IA
735
IFP Advisors
Florida
$710K -$648K -3,979 -48%
VF
736
Vista Finance
Missouri
$710K +$710K +4,396 New
SL
737
Stevard LLC
Illinois
$708K -$184K -1,141 -21%
FAM
738
Fulcrum Asset Management
United Kingdom
$703K -$703K – –
GAM
739
Griffin Asset Management
New York
$696K -$64.7K -401 -9%
IA
740
IAM Advisory
Pennsylvania
$696K -$26.3K -182 -4%
GAMC
741
Garner Asset Management Corp
Texas
$695K +$33.9K +210 +5%
AWA
742
Arete Wealth Advisors
Illinois
$693K +$54.3K +334 +9%
AP
743
Adero Partners
California
$693K +$464K +2,873 +203%
YIH
744
Y-Intercept (HK)
Hong Kong
$692K +$692K +4,282 New
AFP
745
Ausdal Financial Partners
Iowa
$690K -$2.47M -15,285 -78%
AGM
746
Alpine Global Management
New York
$687K +$687K +4,256 New
FAIM
747
Financial Advocates Investment Management
Washington
$679K +$447K +9,295 +192%
GAG
748
GM Advisory Group
New York
$677K -$262K -1,622 -28%
IA
749
Insight Advisors
Pennsylvania
$675K -$164K -1,018 -20%
OSAM
750
O'Shaughnessy Asset Management
Connecticut
$667K -$228K -1,409 -25%
28 29
30
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