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 %
VAM
1051
Verity Asset Management
North Carolina
$275K +$48K +197 +21%
MMA
1052
Miracle Mile Advisors
California
$275K +$275K +1,128 New
PWS
1053
Precision Wealth Strategies
Missouri
$274K -$43.7K -179 -14%
CT
1054
Chicago Trust
Illinois
$274K +$274K +1,125 New
SAI
1055
Systematic Alpha Investments
New Jersey
$273K – – –
NL
1056
Navalign LLC
California
$273K – – –
PTP
1057
Platform Technology Partners
New York
$271K +$271K +1,111 New
RWA
1058
Ropes Wealth Advisors
Massachusetts
$269K – – –
HKAM
1059
Horizon Kinetics Asset Management
New York
$269K +$487 +2 +0.2%
WDC
1060
Woodward Diversified Capital
California
$269K +$12.7K +52 +5%
MAFM
1061
Mid Atlantic Financial Management
Pennsylvania
$268K -$94.9K -389 -26%
YMRC
1062
Yorktown Management & Research Company
Virginia
$268K – – –
PL
1063
Plancorp LLC
Missouri
$268K +$2.68K +11 +1%
WPC
1064
Waters Parkerson & Co
Louisiana
$268K +$268K +1,100 New
KCM
1065
Karp Capital Management
California
$266K – – –
SIA
1066
SkyView Investment Advisors
New Jersey
$263K – – –
SRC
1067
Sage Rhino Capital
California
$263K +$1.71K +7 +0.7%
OPW
1068
Oxler Private Wealth
New York
$262K – – –
LFF
1069
Level Four Financial
Texas
$260K -$244K -1,001 -48%
EWM
1070
Evercore Wealth Management
New York
$260K -$3.9K -16 -1%
WPW
1071
Waldron Private Wealth
Pennsylvania
$260K +$4.13K +17 +2%
AWM
1072
Accurate Wealth Management
Florida
$259K +$259K +1,062 New
CA
1073
Centerpoint Advisors
Massachusetts
$258K +$6.09K +25 +2%
TC
1074
TownSquare Capital
Utah
$256K +$256K +1,037 New
MWM
1075
Mission Wealth Management
California
$255K -$26.8K -110 -9%
41 42
43
44 45