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 %
CAG
1076
Crestwood Advisors Group
Massachusetts
$255K +$17.6K +72 +7%
EFS
1077
Essex Financial Services
Connecticut
$254K – – –
OWA
1078
Outlook Wealth Advisors
Texas
$254K +$254K +1,040 New
CC
1079
Cipher Capital
New York
$253K +$253K +1,038 New
FMBTD
1080
First Midwest Bank Trust Division
Illinois
$252K -$97.4K -400 -28%
CL
1081
CPWM LLC
Washington
$252K -$77K -316 -23%
FMN
1082
Financial Management Network
California
$252K – – –
PCP
1083
Proficio Capital Partners
Massachusetts
$252K +$4.63K +19 +2%
SOW
1084
State of Wyoming
Wyoming
$252K +$87.4K +358 +53%
ISL
1085
Ingalls & Snyder LLC
New York
$252K +$252K +1,032 New
SW
1086
SkyOak Wealth
Michigan
$251K – – –
AWM
1087
Atticus Wealth Management
Florida
$250K -$5.85K -24 -2%
HWMA
1088
Heritage Wealth Management (Arizona)
Arizona
$249K -$387K -1,588 -61%
WT
1089
Washington Trust
Rhode Island
$249K – – –
WAS
1090
Wealth Advisory Solutions
Indiana
$249K +$249K +1,022 New
YWP
1091
YorkBridge Wealth Partners
New York
$248K -$158K -650 -39%
RPWA
1092
Regent Peak Wealth Advisors
Georgia
$248K -$247 -1 -0.1%
BB
1093
Bell Bank
North Dakota
$248K +$4.15K +17 +2%
MSA
1094
Marino Stram & Associates
Massachusetts
$248K +$248K +1,018 New
HAS
1095
HBW Advisory Services
California
$247K -$23.2K -95 -9%
SW
1096
SVB Wealth
Massachusetts
$247K +$247K +1,013 New
TFGT
1097
TS Financial Group (TSFG)
Illinois
$246K +$173K +710 +238%
MSL
1098
Mackay Shields LLC
New York
$244K -$462K -1,893 -65%
FGAM
1099
Financial Gravity Asset Management
Texas
$244K – – –
WSCM
1100
Wellington Shields Capital Management
New York
$244K – – –
42 43
44
45 46