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 %
HPWA
1001
Hall Private Wealth Advisors
North Carolina
$328K +$328K +1,347 New
GC
1002
Garde Capital
Washington
$327K – – –
ANTB
1003
AMG National Trust Bank
Colorado
$325K -$48.7K -200 -13%
CIA
1004
Capital Investment Advisors
Georgia
$324K +$28.7K +118 +10%
NL
1005
NKCFO LLC
Illinois
$324K +$324K +1,330 New
EA
1006
Emerald Advisers
Pennsylvania
$324K +$324K +1,330 New
KPCM
1007
Kings Point Capital Management
New York
$322K +$1.71K +7 +0.5%
LRPA
1008
L. Roy Papp & Associates
Arizona
$322K +$322K +1,320 New
HNB
1009
Huntington National Bank
Ohio
$320K +$5.61K +23 +2%
PA
1010
PFG Advisors
Arizona
$319K +$53.2K +218 +20%
NL
1011
NWAM LLC
Washington
$318K +$47.1K +193 +17%
SFWA
1012
Summit Financial Wealth Advisors
Louisiana
$317K +$317K +1,300 New
CCFM
1013
Clear Creek Financial Management
Washington
$314K +$314K +1,287 New
LC
1014
Lindbrook Capital
California
$309K -$27.3K -112 -8%
GLA
1015
Good Life Advisors
Pennsylvania
$308K +$47.6K +195 +18%
ANBT
1016
American National Bank & Trust
Texas
$308K +$63.9K +262 +26%
RF
1017
Rollins Financial
Georgia
$307K +$307K +1,259 New
AP
1018
Americana Partners
Texas
$306K +$22.1K +91 +8%
BWP
1019
BSW Wealth Partners
Colorado
$306K +$48K +197 +19%
DHFB
1020
Dixon Hubard Feinour & Brown
Virginia
$305K – – –
IA
1021
IFG Advisory
Georgia
$304K +$10.9K +45 +4%
TCA
1022
Transcend Capital Advisors
New Jersey
$302K -$83.1K -341 -22%
CWP
1023
Concord Wealth Partners
Virginia
$299K +$24.9K +102 +9%
JCM
1024
Jacobi Capital Management
Pennsylvania
$298K -$48K -197 -14%
KF
1025
Krilogy Financial
Missouri
$298K +$40.2K +165 +16%
39 40
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