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 %
CFG
926
Cooper Financial Group
California
$422K +$17.6K +72 +4%
RC
927
RegentAtlantic Capital
New Jersey
$421K +$155K +638 +59%
ARC
928
Advisor Resource Council
Texas
$420K +$420K +1,723 New
CIM
929
CIM Investment Management
Pennsylvania
$420K +$420K +1,724 New
NCM
930
Novare Capital Management
North Carolina
$418K +$418K +1,715 New
APW
931
Aurora Private Wealth
New Jersey
$417K +$70.7K +290 +20%
Koshinski Asset Management
932
Koshinski Asset Management
Illinois
$415K -$267K -1,093 -39%
TCM
933
Teza Capital Management
Illinois
$415K -$236K -966 -36%
CRWM
934
Castle Rock Wealth Management
California
$415K +$6.56K +24 +2%
CCMG
935
Clark Capital Management Group
Pennsylvania
$414K +$1.46K +6 +0.4%
CPIG
936
Chicago Partners Investment Group
Illinois
$414K +$24.9K +95 +6%
PI
937
PEAK6 Investments
Illinois
$414K +$414K +1,697 New
CAAS
938
Capital Asset Advisory Services
Michigan
$411K +$15.1K +62 +4%
Bessemer Group
939
Bessemer Group
New Jersey
$409K -$106M -434,015 -100%
LWA
940
Lineweaver Wealth Advisors
Ohio
$409K +$75.1K +308 +22%
CA
941
Calton & Associates
Florida
$406K +$9.99K +41 +3%
ACM
942
Advisors Capital Management
New Jersey
$406K +$65.8K +270 +19%
SAM
943
Synergy Asset Management
Washington
$405K -$9.04M -37,139 -96%
ZIG
944
Zuckerman Investment Group
Illinois
$403K – – –
SVWAG
945
Sound View Wealth Advisors Group
Georgia
$403K +$43.6K +179 +12%
CA
946
Claro Advisors
Massachusetts
$402K +$7.56K +31 +2%
CHJWM
947
Carlton Hofferkamp & Jenks Wealth Management
Texas
$400K +$400K +1,685 New
AG
948
AIA Group
Hong Kong
$399K +$100K +428 +33%
22CM
949
20/20 Capital Management
California
$397K +$23.4K +96 +6%
TC
950
Telemus Capital
Michigan
$397K +$62.2K +255 +19%
36 37
38
39 40