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 %
FIA
826
Foundations Investment Advisors
Arizona
$656K +$656K +2,713 New
HCM
827
Howland Capital Management
Massachusetts
$653K +$653K +2,680 New
EP
828
Eudaimonia Partners
Tennessee
$651K +$106K +435 +19%
SAS
829
Stelac Advisory Services
New York
$650K -$22K -90 -3%
CPA
830
Clear Perspective Advisors
Illinois
$648K -$70.8K -290 -10%
PA
831
Profund Advisors
Maryland
$648K +$10.2K +42 +2%
WAS
832
WESPAC Advisors SoCal
California
$648K +$22.4K +92 +4%
PAI
833
Pittenger & Anderson Inc
Nebraska
$645K -$61K -250 -9%
MCM
834
MAI Capital Management
Ohio
$645K +$14.9K +61 +2%
ADL
835
Asset Dedication LLC
California
$628K +$589K +2,420 +1,513%
TCM
836
Triumph Capital Management
Colorado
$626K +$626K +2,619 New
CAMG
837
CWA Asset Management Group
Florida
$622K -$23.7K -98 -4%
AL
838
Arnhold LLC
New York
$621K – – –
BJL
839
Brighton Jones LLC
Washington
$620K +$7.8K +32 +1%
CCA
840
Checchi Capital Advisers
California
$615K -$25.6K -105 -4%
SHGA
841
Sand Hill Global Advisors
California
$612K +$184K +756 +43%
PA
842
Procyon Advisors
Connecticut
$605K -$40K -164 -6%
FRM
843
Fox Run Management
Connecticut
$605K +$605K +2,481 New
HCM
844
Hodges Capital Management
Texas
$597K – – –
ET
845
Equitable Trust
Tennessee
$596K +$56.3K +231 +10%
HCM
846
Hollencrest Capital Management
California
$595K +$5.12K +21 +0.9%
ACS
847
Archford Capital Strategies
Illinois
$590K +$42.9K +176 +8%
MFS
848
Mirabella Financial Services
United Kingdom
$589K +$589K +2,414 New
RA
849
RFG Advisory
Alabama
$588K +$60.7K +249 +12%
WWM
850
Wolff Wiese Magana
California
$587K +$578K +2,371 +6,774%
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