XYZ

Block, Inc.
XYZ

Overview Fund Activity

1,290 hedge funds and large institutions have $66.1B invested in Block, Inc. in 2021 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 519 increasing their positions, 439 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,290
Holders Change
+54
Holders Change %
+4.37%
% of All Funds
22.72%
Holding in Top 10
75
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.85%
% of All Funds
1.32%
New
201
Increased
519
Reduced
439
Closed
132
Calls
$7.01B
Puts
$9.22B
Net Calls
-$2.21B
Net Calls Change
+$1.12B

Top Buyers

1
AIM
ARK Investment Management
Florida
+$885M
2
NAMA
Nikko Asset Management Americas
New York
+$318M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$311M
4
Jennison Associates
Jennison Associates
New York
+$247M
5
BlackRock
BlackRock
New York
+$193M

Top Sellers

1
WRCM
Whale Rock Capital Management
Massachusetts
-$607M
2
Coatue Management
Coatue Management
New York
-$512M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$417M
4
Goldman Sachs
Goldman Sachs
New York
-$416M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$296M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
1076
Crestwood Advisors Group
Massachusetts
$221K -$2.27K -10 -1%
PCM
1077
Penserra Capital Management
California
$221K +$40.5K +179 +22%
BIA
1078
BHK Investment Advisors
Alabama
$221K +$221K +1,016 New
B
1079
Barings
North Carolina
$220K -$327K -1,439 -60%
FSA
1080
Franklin Street Advisors
North Carolina
$220K +$455 +2 +0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1081
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$218K -$105K -461 -32%
CA
1082
Cornerstone Advisory
Maryland
$218K -$47.7K -210 -18%
IC
1083
Iconiq Capital
California
$218K +$218K +960 New
GWS
1084
Glassman Wealth Services
Virginia
$216K +$2.49K +11 +1%
JIC
1085
Johnson Investment Counsel
Ohio
$216K +$216K +951 New
FCH
1086
Freestone Capital Holdings
Washington
$215K -$9.29K -41 -4%
FCM
1087
Firestone Capital Management
Florida
$215K -$5.23K -23 -2%
CFO
1088
Collective Family Office
Pennsylvania
$215K +$215K +948 New
AWM
1089
Altus Wealth Management
Kentucky
$213K +$213K +940 New
GIM
1090
Grassi Investment Management
California
$211K – – –
VAM
1091
Verity Asset Management
North Carolina
$211K +$211K +931 New
MF
1092
Manchester Financial
California
$207K – – –
MAWCM
1093
Mine & Arao Wealth Creation & Management
California
$207K +$2.95K +13 +1%
CRI
1094
Colonial River Investments
Virginia
$207K +$30K +132 +17%
NFG
1095
Northeast Financial Group
Pennsylvania
$204K +$204K +900 New
CAL
1096
Capital Advisors Ltd
Ohio
$204K – – –
NIM
1097
NuWave Investment Management
New Jersey
$203K -$743K -3,280 -79%
LWCFA
1098
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$203K +$15.5K +68 +8%
FFS
1099
Founders Financial Securities
Maryland
$200K -$92.9K -410 -32%
CCA
1100
Clearwater Capital Advisors
Illinois
$200K +$200K +882 New
42 43
44
45 46