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 %
DWM
876
Doyle Wealth Management
Florida
$510K – – –
VFM
877
Vivid Financial Management
California
$507K +$16.1K +66 +3%
MFA
878
Mayflower Financial Advisors
Massachusetts
$503K +$29.2K +120 +6%
WMA
879
Wealth Management Associates
New Jersey
$501K +$75.3K +309 +18%
NFG
880
Nations Financial Group
Iowa
$499K -$61K -250 -11%
RSWM
881
Robertson Stephens Wealth Management
California
$497K +$253K +1,040 +104%
AWA
882
Arete Wealth Advisors
Illinois
$495K -$54.4K -367 -10%
KPW
883
Kore Private Wealth
New York
$493K -$36.3K -149 -7%
CGL
884
Clarius Group LLC
Washington
$493K +$12.2K +50 +3%
SBH
885
Segall Bryant & Hamill
Illinois
$492K -$293K -1,202 -37%
OIM
886
Oder Investment Management
California
$492K -$9.26K -38 -2%
LSPW
887
Lake Street Private Wealth
Illinois
$492K +$23.2K +96 +5%
FFS
888
Founders Financial Securities
Maryland
$492K +$277K +1,135 +129%
SM
889
SG3 Management
Puerto Rico
$488K -$1.22M -5,000 -71%
PHS
890
Pekin Hardy Strauss
Illinois
$488K -$24.4K -100 -5%
AGA
891
Arkos Global Advisors
Texas
$488K -$2.44K -10 -0.5%
AW
892
ACG Wealth
Georgia
$488K +$62.2K +255 +15%
PAM
893
Paradigm Asset Management
New York
$488K -$48.8K -200 -9%
GA
894
Greytown Advisors
Florida
$482K +$29.3K +120 +6%
BG
895
Benedetti & Gucer
Georgia
$481K -$14.6K -60 -3%
CB
896
CNB Bank
Pennsylvania
$481K +$302K +1,237 +168%
CPC
897
Cookson Peirce & Co
Pennsylvania
$480K -$3.64M -14,948 -88%
PWMG
898
Pinnacle Wealth Management Group
Michigan
$480K +$480K +1,969 New
SUT
899
SC US (TTGP)
California
$473K – – –
SCA
900
Spearhead Capital Advisors
Florida
$473K +$42.9K +176 +10%
34 35
36
37 38