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 %
LWM
851
Laidlaw Wealth Management
New York
$587K +$587K +2,408 New
TCM
852
Traynor Capital Management
Pennsylvania
$586K -$98.8K -410 -14%
BFS
853
Bard Financial Services
Connecticut
$586K +$141K +580 +32%
EP
854
EPIQ Partners
Minnesota
$585K – – –
RM
855
Resource Management
Louisiana
$581K -$165K -678 -22%
DAM
856
Derbend Asset Management
Georgia
$579K +$579K +2,374 New
GRP
857
Global Retirement Partners
California
$570K +$31.5K +129 +6%
CFS
858
CRA Financial Services
New Jersey
$567K +$12.2K +50 +2%
TFS
859
TrustCore Financial Services
Tennessee
$566K -$128K -525 -18%
VVP
860
Venture Visionary Partners
Ohio
$565K -$51.7K -212 -8%
AHC
861
Adell Harriman & Carpenter
Texas
$556K +$29.5K +121 +6%
AWM
862
Accel Wealth Management
Iowa
$555K -$1.46K -6 -0.3%
MCP
863
Mirador Capital Partners
California
$554K +$11K +45 +2%
OWA
864
Octavia Wealth Advisors
Ohio
$551K +$213K +874 +63%
DWM
865
Dorchester Wealth Management
Quebec, Canada
$549K -$7.32K -30 -1%
OA
866
Oxbow Advisors
Texas
$549K – – –
CWG
867
Cornerstone Wealth Group
North Carolina
$546K +$546K +2,335 New
HHAM
868
HITE Hedge Asset Management
Massachusetts
$543K – – –
FWM
869
Focused Wealth Management
New York
$539K +$2.93K +12 +0.5%
TFS
870
Thoroughbred Financial Services
Tennessee
$534K +$88.5K +363 +20%
WCWM
871
Willow Creek Wealth Management
California
$528K +$1.46K +6 +0.3%
OGC
872
Oak Grove Capital
New Hampshire
$527K -$24.4K -100 -4%
UMC
873
United Maritime Capital
New York
$524K +$36.6K +150 +8%
PWLP
874
Prio Wealth Limited Partnership
Massachusetts
$519K – – –
BU
875
BBVA USA
Alabama
$518K +$518K +2,124 New
33 34
35
36 37