XYZ

Block, Inc.
XYZ

Overview Fund Activity

1,241 hedge funds and large institutions have $49.9B invested in Block, Inc. in 2022 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 604 increasing their positions, 352 reducing their positions, and 256 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,241
Holders Change
-115
Holders Change %
-8.48%
% of All Funds
19.64%
Holding in Top 10
44
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.22%
% of All Funds
0.7%
New
156
Increased
604
Reduced
352
Closed
256
Calls
$5.52B
Puts
$8.24B
Net Calls
-$2.72B
Net Calls Change
+$1.25B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$936M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$871M
3
BlackRock
BlackRock
New York
+$714M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$612M
5
Sands Capital Management
Sands Capital Management
Virginia
+$543M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$1.35B
2
Goldman Sachs
Goldman Sachs
New York
-$422M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$320M
4
Renaissance Technologies
Renaissance Technologies
New York
-$264M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
876
Howland Capital Management
Massachusetts
$306K -$28.4K -210 -9%
HHAM
877
HITE Hedge Asset Management
Massachusetts
$302K – – –
DAL
878
Delta Accumulation LLC
California
$302K – – –
WMA
879
Wealth Management Associates
New Jersey
$301K +$17K +125 +6%
MCM
880
McRae Capital Management
New Jersey
$300K -$7.45K -55 -2%
WWM
881
Wolff Wiese Magana
California
$299K -$46.4K -343 -13%
AWM
882
Accel Wealth Management
Iowa
$299K – – –
DC
883
DeDora Capital
California
$298K +$298K +2,196 New
CPA
884
Cardiff Park Advisors
California
$295K +$543 +4 +0.2%
FRM
885
Fox Run Management
Connecticut
$295K +$295K +2,173 New
CWM
886
Cherrydale Wealth Management
New Jersey
$293K +$3.8K +28 +1%
TPWA
887
TRUE Private Wealth Advisors
Oregon
$292K +$14.8K +139 +5%
TA
888
Tiedemann Advisors
New York
$290K -$109K -801 -27%
CWG
889
Cornerstone Wealth Group
North Carolina
$289K -$35.2K -260 -11%
PWLP
890
Prio Wealth Limited Partnership
Massachusetts
$289K -$1.22K -9 -0.4%
ZIM
891
Zacks Investment Management
Illinois
$285K -$462K -3,411 -62%
ProShare Advisors
892
ProShare Advisors
Maryland
$284K +$17.6K +130 +7%
MSFS
893
Main Street Financial Solutions
Pennsylvania
$284K +$109K +806 +63%
LWM
894
Laidlaw Wealth Management
New York
$283K -$100K -739 -26%
AFS
895
AFG Fiduciary Services
Massachusetts
$282K +$56.5K +417 +25%
JAG
896
Journey Advisory Group
Kentucky
$280K +$54K +399 +24%
RWP
897
Revolve Wealth Partners
New Jersey
$277K +$7.73K +57 +3%
RFA
898
Resurgent Financial Advisors
Georgia
$277K +$277K +2,043 New
PFWA
899
Paces Ferry Wealth Advisors
Georgia
$276K +$276K +2,036 New
SW
900
SVB Wealth
Massachusetts
$276K +$276K +2,039 New
34 35
36
37 38