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 %
GP
1026
Girard Partners
Pennsylvania
$297K -$48.6K -200 -14%
RFC
1027
Regions Financial Corp
Alabama
$296K +$12.2K +50 +4%
CCM
1028
CAAS Capital Management
New York
$295K +$295K +1,208 New
OCPWS
1029
One Charles Private Wealth Services
Massachusetts
$294K +$294K +1,205 New
BTW
1030
Boston Trust Walden
Massachusetts
$293K – – –
CG
1031
Colony Group
Massachusetts
$292K -$63.4K -260 -18%
ODG
1032
O'Dell Group
Ohio
$291K -$4.88K -20 -2%
AWE
1033
Avidian Wealth Enterprises
Texas
$290K +$46.3K +190 +19%
AIM
1034
Anchor Investment Management
South Carolina
$290K +$4.15K +17 +1%
TCM
1035
Tuttle Capital Management
Connecticut
$286K -$22.7K -93 -7%
LOAMU
1036
Lombard Odier Asset Management (USA)
New York
$284K -$189K -776 -40%
GLA
1037
Great Lakes Advisors
Illinois
$284K -$15.6K -64 -5%
SFO
1038
Stokes Family Office
Louisiana
$284K +$28.7K +118 +11%
COPPSERS
1039
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$284K +$284K +1,164 New
RCAG
1040
Rehmann Capital Advisory Group
Michigan
$282K -$12.2K -49 -4%
QPWM
1041
Quadrant Private Wealth Management
Pennsylvania
$281K +$12.4K +51 +5%
ABTD
1042
Arvest Bank Trust Division
Oklahoma
$281K +$281K +1,151 New
Capstone Investment Advisors
1043
Capstone Investment Advisors
New York
$281K +$281K +1,152 New
CFD
1044
Creative Financial Designs
Indiana
$280K -$3.66K -15 -1%
SC
1045
Sierra Capital
Florida
$280K – – –
DJYG
1046
David J. Yvars Group
Florida
$280K +$280K +1,150 New
HIP
1047
HUB Investment Partners
Texas
$279K +$33.4K +137 +14%
IIC
1048
Ironwood Investment Counsel
Arizona
$276K -$7.31K -30 -3%
SWA
1049
SFMG Wealth Advisors
Texas
$275K +$9.5K +39 +4%
HWA
1050
HHM Wealth Advisors
Tennessee
$275K +$21.5K +88 +8%
40 41
42
43 44