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 %
PB
951
Pinnacle Bancorp
Nebraska
$3K – – –
AWM
952
Activest Wealth Management
Florida
$3K – – –
SFG
953
Steward Financial Group
Texas
$3K +$231 +5 +8%
CCM
954
Cribstone Capital Management
Maine
$3K +$551 +9 +23%
HWA
955
Heritage Wealth Advisors
Virginia
$3K +$1.22K +20 +69%
RG
956
Retirement Group
California
$2K -$5.25K -84 -72%
BC
957
Bartlett & Co
Ohio
$2K -$5.41K -73 -73%
TCWA
958
Ten Capital Wealth Advisors
Washington
$2K -$3.54K -46 -64%
LCM
959
Logan Capital Management
Pennsylvania
$2K -$1.71K -29 -46%
BAM
960
Bellevue Asset Management
Washington
$2K -$105 -2 -5%
CHA
961
Carmichael Hill & Associates
Maryland
$2K – – –
CAM
962
Costello Asset Management
Pennsylvania
$2K – – –
BC
963
Belmont Capital
California
$2K – – –
HR
964
Howe & Rusling
New York
$2K +$333 +5 +20%
TF
965
Tompkins Financial
New York
$2K +$571 +10 +40%
AW
966
Avion Wealth
Texas
$2K +$649 +12 +48%
HS
967
Horan Securities
United States
$2K +$2K +29 New
CWM
968
Castle Wealth Management
Florida
$2K +$2K +30 New
PMFA
969
Plante Moran Financial Advisors
Michigan
$2K +$2K +37 New
NMG
970
New Millennium Group
Utah
$2K +$2K +39 New
BCWM
971
Bartlett & Co Wealth Management
Ohio
$1.66K -$4.49K -73 -73%
GEA
972
Glen Eagle Advisors
New Jersey
$1.29K +$1.29K +21 New
PGAM
973
Princeton Global Asset Management
New Jersey
$1K -$8.33K -200 -89%
KIG
974
Kessler Investment Group
Indiana
$1K -$6.26K -119 -86%
WAS
975
Winch Advisory Services
Wisconsin
$1K -$4.33K -65 -81%
37 38
39
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