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 %
EI
901
Ellevest Inc
New York
$471K +$89.5K +367 +23%
PCG
902
Private Capital Group
Connecticut
$470K +$17.6K +72 +4%
WBG
903
Wharton Business Group
Pennsylvania
$469K -$67.1K -275 -13%
SFP
904
Sandbox Financial Partners
Maryland
$469K +$52.1K +214 +13%
ER
905
Enlightenment Research
Florida
$463K +$463K +1,901 New
DY
906
Dowling & Yahnke
California
$457K +$147K +605 +48%
CCG
907
Capital CS Group
California
$455K -$283K -1,158 -38%
GT
908
Greenleaf Trust
Michigan
$455K +$20K +82 +5%
MFG
909
Magnus Financial Group
New York
$455K +$82.7K +339 +22%
MIC
910
Means Investment Company
Maine
$454K +$143K +586 +46%
BCM
911
BTC Capital Management
Iowa
$454K +$454K +1,860 New
AIM
912
Acropolis Investment Management
Missouri
$453K – – –
HR
913
Hayden Royal
North Carolina
$448K -$25.3K -104 -5%
SMF
914
Sterling Manor Financial
New York
$447K -$65.4K -268 -13%
TPWA
915
TRUE Private Wealth Advisors
Oregon
$447K -$20.7K -85 -4%
AA
916
Apriem Advisors
California
$447K +$173K +709 +63%
OC
917
Oarsman Capital
Wisconsin
$438K -$8.77K -36 -2%
PGIM
918
Pacific Global Investment Management
California
$438K -$2.19K -9 -0.5%
FHC
919
First Heartland Consultants
Missouri
$437K +$64.1K +263 +17%
HI
920
Hudock Inc
Pennsylvania
$436K +$54.8K +225 +14%
BFEC
921
Benjamin F. Edwards & Company
Missouri
$435K +$23.9K +98 +6%
FP
922
Financial Perspectives
Minnesota
$434K -$97.6M -400,327 -100%
SA
923
Sicart Associates
New York
$429K – – –
PFG
924
PAX Financial Group
Texas
$427K +$61.2K +251 +17%
CCG
925
Chatham Capital Group
Georgia
$427K +$183K +752 +75%
35 36
37
38 39