XYZ

Block, Inc.
XYZ

Overview Fund Activity

1,020 hedge funds and large institutions have $22.7B invested in Block, Inc. in 2022 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 451 increasing their positions, 341 reducing their positions, and 292 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,020
Holders Change
-221
Holders Change %
-17.81%
% of All Funds
17.25%
Holding in Top 10
24
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-45.45%
% of All Funds
0.41%
New
86
Increased
451
Reduced
341
Closed
292
Calls
$2.56B
Puts
$2.99B
Net Calls
-$428M
Net Calls Change
+$2.29B

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$317M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$167M
3
Renaissance Technologies
Renaissance Technologies
New York
+$158M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$85.6M
5
AIM
ARK Investment Management
Florida
+$72.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$431M
2
DIG
Dragoneer Investment Group
California
-$387M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$242M
4
LPC
Lone Pine Capital
Connecticut
-$182M
5
Walleye Trading
Walleye Trading
New York
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAI
776
Pittenger & Anderson Inc
Nebraska
$100K -$18.5K -300 -16%
Bank of Montreal
777
Bank of Montreal
Ontario, Canada
$95.9K -$247K -3,576,146 -72%
AF
778
Allworth Financial
California
$95K +$3.56K +58 +4%
QPBE
779
Quintet Private Bank (Europe)
Luxembourg
$93.6K +$93.6K +1,413 New
DGAM
780
Desjardins Global Asset Management
Quebec, Canada
$92K -$5.54K -91 -6%
ODG
781
O'Dell Group
Ohio
$89K +$7.99K +130 +10%
BWA
782
BDO Wealth Advisors
Florida
$87K +$7.03K +115 +9%
MRCM
783
M&R Capital Management
New Jersey
$86K +$30.6K +501 +55%
PA
784
PSI Advisors
Florida
$82K +$12.3K +200 +18%
AWM
785
Accel Wealth Management
Iowa
$81K -$67.6K -1,019 -45%
GWS
786
Glassman Wealth Services
Virginia
$78K +$18.4K +298 +31%
WT
787
Washington Trust
Rhode Island
$75K -$123 -2 -0.2%
1IA
788
1834 Investment Advisors
Wisconsin
$72K -$394K -6,394 -85%
CA
789
Crewe Advisors
Utah
$71K +$9.95K +163 +16%
HWA
790
HHM Wealth Advisors
Tennessee
$68K -$4.61K -75 -6%
SSB
791
Sandy Spring Bank
Maryland
$67K -$5.05K -82 -7%
HFS
792
Hantz Financial Services
Michigan
$65K +$21.1K +341 +48%
HNB
793
Huntington National Bank
Ohio
$64K -$613 -10 -0.9%
HA
794
Homestead Advisers
Virginia
$64K +$12.8K +209 +25%
ANBT
795
American National Bank & Trust
Texas
$63K – – –
GWSG
796
GPS Wealth Strategies Group
Colorado
$62K -$90.9K -1,490 -59%
MAWCM
797
Mine & Arao Wealth Creation & Management
California
$62K – – –
CI
798
CAZ Investments
Texas
$61K +$30.5K +500 +100%
IBOK
799
Independence Bank of Kentucky
Kentucky
$60K -$10.8K -175 -15%
PTC
800
Private Trust Company
Ohio
$60K +$60K +969 New
30 31
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