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 %
SWA
776
Stratos Wealth Advisors
Ohio
$800K -$46.8K -192 -6%
DCM
777
Dupont Capital Management
Delaware
$798K – – –
HFM
778
Harvest Fund Management
China
$796K -$518K -2,143 -39%
CT
779
Coastline Trust
Rhode Island
$794K – – –
WA
780
WP Advisors
California
$790K – – –
WPW
781
Warther Private Wealth
Ohio
$786K +$786K +3,248 New
CWM
782
Cornerstone Wealth Management
Missouri
$776K +$45.6K +187 +6%
FMLI
783
Fukoku Mutual Life Insurance
Japan
$775K -$24.4K -100 -3%
FBB
784
Fulton Breakefield Broenniman
Maryland
$775K -$5.61K -23 -0.7%
PIMG
785
Patriot Investment Management Group
Tennessee
$772K +$42.4K +174 +6%
OAM
786
Optimal Asset Management
California
$770K – – –
MFG
787
Menard Financial Group
Texas
$765K -$214K -877 -22%
B
788
Barings
North Carolina
$759K +$523K +2,141 +221%
CAN
789
Claraphi Advisory Network
United States
$753K -$907K -3,719 -55%
SC
790
Scholtz & Company
Connecticut
$753K +$134K +550 +22%
TSS
791
Two Sigma Securities
New York
$751K +$751K +3,079 New
KFP
792
KMG Fiduciary Partners
Ohio
$744K -$53.4K -219 -7%
PA
793
Pinnacle Associates
New York
$740K +$60.7K +249 +9%
LOAMS
794
Lombard Odier Asset Management (Switzerland)
Switzerland
$736K +$7.31K +30 +1%
BCA
795
Berman Capital Advisors
Georgia
$735K +$34.5K +142 +5%
HWM
796
Howard Wealth Management
Connecticut
$734K +$2.44K +10 +0.3%
PWAG
797
Polaris Wealth Advisory Group
California
$734K +$734K +3,035 New
VHAM
798
Van Hulzen Asset Management
California
$733K -$2.44K -10 -0.3%
CC
799
Codex Capital
New York
$732K – – –
RC
800
RBF Capital
California
$731K -$731K -3,000 -50%
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