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 %
WA
751
Wealth Alliance
New York
$864K -$4.88K -20 -0.6%
V
752
Veritable
Delaware
$864K +$103K +421 +13%
PHK
753
Point72 Hong Kong
Hong Kong
$862K -$4.87M -19,965 -85%
PSP
754
Principal Street Partners
Tennessee
$860K -$2.49M -10,218 -74%
DVF
755
Discovery Value Fund
Singapore
$853K +$853K +3,500 New
ACM
756
Advent Capital Management
New York
$853K +$853K +3,500 New
UB
757
UMB Bank
Missouri
$849K +$488 +2 +0.1%
IAN
758
Integrated Advisors Network
Texas
$848K +$466K +1,912 +122%
TC
759
Truvestments Capital
Florida
$847K -$39.5K -162 -4%
IF
760
Intrua Financial
Texas
$847K -$1.63K -6 -0.2%
FVWA
761
Foster Victor Wealth Advisors
South Carolina
$842K – – –
S
762
SignatureFD
Georgia
$840K +$103K +423 +14%
TEC
763
Tiger Eye Capital
Tennessee
$833K – – –
CWS
764
Cypress Wealth Services
California
$825K -$30.5K -125 -4%
FMB
765
Field & Main Bank
Kentucky
$824K +$84.2K +345 +11%
VI
766
Versor Investments
New York
$817K -$707K -2,903 -46%
EDRH
767
Edmond de Rothschild Holding
Switzerland
$817K -$271K -1,110 -25%
PCIA
768
Prime Capital Investment Advisors
Kansas
$815K +$431K +1,769 +112%
PCA
769
Personal Capital Advisors
California
$810K +$68.7K +282 +9%
BAIA
770
Bel Air Investment Advisors
California
$808K +$132K +540 +19%
PAM
771
Panagora Asset Management
Massachusetts
$806K -$6.14M -25,187 -88%
NCM
772
Next Capital Management
New York
$806K +$2.44K +10 +0.3%
JAWM
773
J. Arnold Wealth Management
Ohio
$802K +$29K +119 +4%
SNT
774
Security National Trust
West Virginia
$802K +$704K +2,890 +723%
UR
775
USCA RIA
Texas
$802K +$802K +3,290 New
29 30
31
32 33