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 %
EBA
876
Eagle Bay Advisors
New York
$13.1K +$13.1K +213 New
C
877
Covestor
United Kingdom
$13K -$22.2K -353 -63%
CA
878
Centerpoint Advisors
Massachusetts
$13K -$21.2K -350 -62%
SC
879
SouthState Corp
Florida
$13K -$1.48K -24 -10%
CT
880
Clearstead Trust
Maine
$13K – – –
JFA
881
JNBA Financial Advisors
Minnesota
$13K +$1.09K +18 +9%
FPS
882
Fieldpoint Private Securities
Connecticut
$13K +$1.67K +28 +15%
TCM
883
Tradewinds Capital Management
Washington
$13K +$3.8K +62 +41%
S
884
Surevest
California
$13K +$13K +210 New
SFFS
885
Stonehage Fleming Financial Services
Jersey
$13K +$13K +215 New
MMG
886
Monetary Management Group
Missouri
$12K -$545K -9,085 -98%
BWM
887
BerganKDV Wealth Management
Minnesota
$12K -$1K -16 -8%
CTB
888
Country Trust Bank
Illinois
$12K – – –
ZB
889
Zions Bancorporation
Utah
$12K +$5.55K +92 +86%
IWP
890
IAG Wealth Partners
Wisconsin
$12K +$6K +100 +100%
BIA
891
Bell Investment Advisors
California
$12K +$12K +197 New
FFA
892
Fairfield Financial Advisors
Massachusetts
$11.4K -$64.9K -1,056 -85%
EARNEST Partners
893
EARNEST Partners
Georgia
$11K – – –
KFI
894
Key Financial Inc
Pennsylvania
$11K – – –
BDWM
895
Brewin Dolphin Wealth Management
Ireland
$11K – – –
CAC
896
Core Alternative Capital
Georgia
$11K +$1.14K +18 +12%
TWA
897
TCI Wealth Advisors
Arizona
$10K -$6.86K -116 -41%
ZIG
898
Zullo Investment Group
Pennsylvania
$10K +$606 +10 +6%
CFO
899
CVA Family Office
Colorado
$10K +$7.06K +120 +240%
PCH
900
Polar Capital Holdings
United Kingdom
$9.93K -$1.71K -27,797 -15%
34 35
36
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