XYZ

Block, Inc.

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
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
751
Schnieders Capital Management
California
$667K +$23.9K +148 +4%
KTC
752
Kistler-Tiffany Companies
Pennsylvania
$665K +$87.8K +544 +15%
SP
753
SWS Partners
Ohio
$656K +$16K +99 +2%
C
754
Certuity
Florida
$653K -$98.3K -608 -13%
MPW
755
Monterey Private Wealth
California
$653K +$969 +6 +0.1%
ARC
756
Advisor Resource Council
Texas
$652K +$502K +3,107 +335%
AIP
757
Almanack Investment Partners
Pennsylvania
$651K -$4.52K -28 -0.7%
CST
758
Charles Schwab Trust
Nevada
$646K
SC
759
Seldon Capital
California
$646K +$646K +4,000 New
KCFA
760
Key Client Fiduciary Advisors
New Jersey
$645K +$645K +3,991 New
JWS
761
Juncture Wealth Strategies
Arizona
$642K +$74.5K +461 +13%
CCA
762
Column Capital Advisors
Indiana
$641K +$65.9K +408 +11%
ISWM
763
Independent Solutions Wealth Management
New York
$639K -$60.7K -376 -9%
HSA
764
HBK Sorce Advisory
Pennsylvania
$637K -$18.3K -113 -3%
TFS
765
Thoroughbred Financial Services
Tennessee
$636K -$58.3K -361 -8%
NICM
766
Neo Ivy Capital Management
New York
$634K +$634K +3,926 New
ICP
767
Interchange Capital Partners
Pennsylvania
$634K +$634K +3,927 New
CIS
768
Capital International Sarl
California
$632K +$632K +3,915 New
TC
769
Truvestments Capital
Florida
$624K +$59K +365 +10%
EWM
770
Executive Wealth Management
Michigan
$623K -$48.6K -301 -7%
GWSG
771
GPS Wealth Strategies Group
Colorado
$618K +$4.04K +25 +0.7%
EWM
772
Elite Wealth Management
Washington
$612K +$333K +2,062 +119%
AAS
773
Ameritas Advisory Services
Nebraska
$612K +$612K +3,792 New
JAM
774
Jupiter Asset Management
United Kingdom
$611K -$10.8M -65,404 -95%
LP
775
Lloyd Park
Illinois
$609K +$609K +3,770 New