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 %
AR
976
Advisory Research
Illinois
$360K +$360K +1,475 New
VC
977
Vicus Capital
Pennsylvania
$359K +$11K +45 +3%
CPIA
978
Cornell Pochily Investment Advisors
New York
$358K – – –
DCM
979
Donaldson Capital Management
Indiana
$357K +$17K +70 +5%
WTC
980
WhitTier Trust Company
Nevada
$354K – – –
WFI
981
West Family Investments
California
$354K +$354K +1,450 New
RA
982
Resolute Advisors
California
$353K – – –
MCM
983
Monument Capital Management
Virginia
$353K +$53.5K +219 +18%
FHA
984
First Horizon Advisors
Tennessee
$350K +$487 +2 +0.1%
RCA
985
Ranch Capital Advisors
Florida
$346K -$331K -1,461 Closed
TW
986
TrinityPoint Wealth
Connecticut
$345K -$17.6K -72 -5%
AP
987
Adero Partners
California
$345K – – –
RWM
988
Ritholtz Wealth Management
New York
$345K +$1.95K +8 +0.6%
9WM
989
9258 Wealth Management
Ohio
$345K +$2.44K +10 +0.7%
AFA
990
Arlington Financial Advisors
California
$341K – – –
WMP
991
Wealth Management Partners
Arizona
$340K +$46.3K +190 +16%
BP
992
Ballentine Partners
Massachusetts
$338K -$23.7K -97 -7%
IWA
993
IVC Wealth Advisors
Pennsylvania
$337K +$59.7K +245 +22%
QCG
994
Quadrant Capital Group
Ohio
$336K +$45.6K +187 +16%
BWA
995
Bordeaux Wealth Advisors
California
$334K +$94.7K +388 +40%
RP
996
Rice Partnership
Hawaii
$332K +$12.2K +50 +4%
KP
997
Keel Point
Alabama
$331K +$5.13K +21 +2%
4WM
998
4J Wealth Management
Virginia
$330K – – –
NC
999
NovaPoint Capital
Georgia
$330K +$15.8K +65 +5%
HL
1000
HeadInvest LLC
Maine
$328K -$1.22K -5 -0.4%
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