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 %
CPW
926
Catalyst Private Wealth
California
$252K -$101K -743 -29%
AIM
927
Acropolis Investment Management
Missouri
$252K +$6.51K +48 +3%
JGC
928
J. Goldman & Co
New York
$252K +$252K +1,860 New
FPCG
929
Fort Pitt Capital Group
Pennsylvania
$252K +$252K +1,860 New
PVH
930
Psagot Value Holdings
Israel
$251K -$403K -2,972 -62%
GA
931
Greytown Advisors
Florida
$251K -$10.6K -78 -4%
SHGA
932
Sand Hill Global Advisors
California
$251K -$5.42K -40 -2%
HW
933
Hancock Whitney
Mississippi
$250K +$250K +1,841 New
IC
934
Intersect Capital
California
$248K +$4.89K +36 +2%
EMFAT
935
Emerald Mutual Fund Advisers Trust
Pennsylvania
$245K -$799K -5,900 -77%
VWM
936
Venturi Wealth Management
Texas
$245K +$245K +1,808 New
SVWAG
937
Sound View Wealth Advisors Group
Georgia
$242K -$2.31K -17 -0.9%
PWMG
938
Prestige Wealth Management Group
New Jersey
$242K +$3.66K +27 +2%
CHJWM
939
Carlton Hofferkamp & Jenks Wealth Management
Texas
$241K +$27.1K +220 +13%
FP
940
Financial Perspectives
Minnesota
$240K +$2.71K +20 +1%
PCG
941
Private Capital Group
Connecticut
$239K -$814 -6 -0.3%
CANY
942
Caxton Associates (New York)
New York
$239K +$239K +1,764 New
LFAS
943
Level Four Advisory Services
Texas
$237K +$57.4K +423 +32%
EWA
944
Encompass Wealth Advisors
Oregon
$235K – – –
QPWM
945
Quadrant Private Wealth Management
Pennsylvania
$235K +$235K +1,732 New
CG
946
Colony Group
Massachusetts
$233K -$5.97K -44 -3%
RF
947
Rollins Financial
Georgia
$232K +$232K +1,708 New
TF
948
Trek Financial
Arizona
$231K +$231K +1,700 New
EWM
949
Evercore Wealth Management
New York
$231K +$231K +1,705 New
MFG
950
Menard Financial Group
Texas
$230K +$230K +1,698 New
36 37
38
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