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 %
LWANC
976
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K -$5K -50 -83%
CMBA
977
C.M. Bidwell & Associates
Hawaii
$1K -$2.09K -23 -68%
APC
978
Aspire Private Capital
North Carolina
$1K – – –
DSC
979
Duncker Streett & Co
Missouri
$1K – – –
GIA
980
GHP Investment Advisors
Colorado
$1K – – –
CP
981
Corbenic Partners
Pennsylvania
$1K – – –
JWM
982
Janiczek Wealth Management
Colorado
$1K – – –
IRC
983
Investors Research Corp
Georgia
$1K – – –
LPWM
984
Lake Point Wealth Management
Texas
$1K – – –
CWA
985
Carolina Wealth Advisors
South Carolina
$1K – – –
CNBTD
986
Citizens National Bank Trust Department
Mississippi
$1K – – –
CWM
987
Curi Wealth Management
North Carolina
$1K – – –
DWA
988
Delos Wealth Advisors
Texas
$1K – – –
BWS
989
BCR Wealth Strategies
Alabama
$1K – – –
WAM
990
Worth Asset Management
Texas
$1K – – –
GCS
991
Gordian Capital (Singapore)
Singapore
$1K +$1K +1 New
LF
992
Lee Financial
Texas
$1K +$83 +2 +9%
MFT
993
Moisand Fitzgerald Tamayo
Florida
$1K +$1K +9 New
FEG
994
Financial Enhancement Group
Indiana
$1K +$1K +10 New
TWP
995
TFO Wealth Partners
Ohio
$1K +$1K +16 New
HFS
996
Heritage Financial Services
Massachusetts
$1K +$1K +30 New
BPC
997
Banque Pictet & Cie
Switzerland
$594 – – –
IAIM
998
International Assets Investment Management
Florida
$363 -$47 -767 -12%
BRWM
999
B. Riley Wealth Management
Tennessee
$355 – -5 -0.1%
WIM
1000
Westside Investment Management
California
$61 +$6 +105 +12%
38 39
40
41 42