XYZ

Block, Inc.
XYZ

Overview Fund Activity

1,290 hedge funds and large institutions have $66.1B invested in Block, Inc. in 2021 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 519 increasing their positions, 439 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,290
Holders Change
+54
Holders Change %
+4.37%
% of All Funds
22.72%
Holding in Top 10
75
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.85%
% of All Funds
1.32%
New
201
Increased
519
Reduced
439
Closed
132
Calls
$7.01B
Puts
$9.22B
Net Calls
-$2.21B
Net Calls Change
+$1.12B

Top Buyers

1
AIM
ARK Investment Management
Florida
+$885M
2
NAMA
Nikko Asset Management Americas
New York
+$318M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$311M
4
Jennison Associates
Jennison Associates
New York
+$247M
5
BlackRock
BlackRock
New York
+$193M

Top Sellers

1
WRCM
Whale Rock Capital Management
Massachusetts
-$607M
2
Coatue Management
Coatue Management
New York
-$512M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$417M
4
Goldman Sachs
Goldman Sachs
New York
-$416M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$296M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAP
951
Indie Asset Partners
Indiana
$324K -$11.4K -50 -3%
VFA
952
Voya Financial Advisors
Connecticut
$324K +$53.5K +251 +20%
APW
953
Aurora Private Wealth
New Jersey
$323K -$339K -1,492 -51%
JCM
954
Jacobi Capital Management
Pennsylvania
$322K -$9.98K -44 -3%
GP
955
Girard Partners
Pennsylvania
$322K +$4.99K +22 +2%
AP
956
Adero Partners
California
$322K +$322K +1,416 New
RI
957
Ridgewood Investments
New Jersey
$320K +$3.86K +17 +1%
RWM
958
Ritholtz Wealth Management
New York
$320K +$122K +535 +61%
9WM
959
9258 Wealth Management
Ohio
$319K +$319K +1,407 New
AFA
960
Arlington Financial Advisors
California
$318K – – –
DCM
961
Donaldson Capital Management
Indiana
$317K +$103K +453 +48%
TC
962
Telemus Capital
Michigan
$316K +$39.8K +173 +14%
ACM
963
Advisors Capital Management
New Jersey
$316K +$88.3K +390 +39%
PA
964
Paragon Advisors
Texas
$316K +$316K +1,390 New
AFG
965
Alterity Financial Group
Maine
$316K +$316K +2,329 New
OWA
966
Octavia Wealth Advisors
Ohio
$314K -$63.5K -280 -17%
LC
967
Lindbrook Capital
California
$313K +$23.4K +103 +8%
MW
968
Marcum Wealth
Ohio
$312K +$312K +1,374 New
ZB
969
Zions Bancorporation
Utah
$311K -$60.4K -266 -16%
LWA
970
Lineweaver Wealth Advisors
Ohio
$311K +$311K +1,370 New
CL
971
CPWM LLC
Washington
$307K -$8.41K -37 -3%
HL
972
HeadInvest LLC
Maine
$307K -$1.14K -5 -0.4%
4WM
973
4J Wealth Management
Virginia
$307K +$307K +1,353 New
GC
974
Garde Capital
Washington
$304K – – –
KP
975
Keel Point
Alabama
$303K +$303K +1,335 New
37 38
39
40 41