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 %
FPCP
1101
Fort Point Capital Partners
California
$244K – – –
CA
1102
Crewe Advisors
Utah
$244K – – –
BA
1103
Birinyi Associates
Connecticut
$244K +$244K +1,000 New
FPS
1104
Fieldpoint Private Securities
Connecticut
$243K -$790K -2,889 -76%
AWM
1105
Altus Wealth Management
Kentucky
$239K +$9.76K +40 +4%
STA
1106
Summit Trail Advisors
New York
$237K +$237K +971 New
FSA
1107
Franklin Street Advisors
North Carolina
$236K – – –
CA
1108
Cornerstone Advisory
Maryland
$236K +$2.43K +10 +1%
IC
1109
Iconiq Capital
California
$234K – – –
G
1110
GenTrust
Florida
$234K +$234K +960 New
GWS
1111
Glassman Wealth Services
Virginia
$233K +$244 +1 +0.1%
EWA
1112
Evolution Wealth Advisors
Florida
$232K +$172K +707 +290%
CFO
1113
Collective Family Office
Pennsylvania
$231K +$243 +1 +0.1%
MA
1114
Montag & Associates
Georgia
$229K +$24.4K +100 +12%
SXL
1115
Summit X LLC
Missouri
$228K +$228K +921 New
RI
1116
Redwood Investments
Massachusetts
$227K -$309K -1,267 -58%
GIM
1117
Grassi Investment Management
California
$227K – – –
CRI
1118
Colonial River Investments
Virginia
$227K +$5.12K +21 +2%
MFG
1119
Merit Financial Group
Georgia
$226K +$226K +926 New
YIA
1120
YHB Investment Advisors
Connecticut
$225K -$14.6K -60 -6%
MAWCM
1121
Mine & Arao Wealth Creation & Management
California
$223K – – –
MF
1122
Manchester Financial
California
$222K – – –
NFG
1123
Northeast Financial Group
Pennsylvania
$219K – – –
QSS
1124
Quantitative Systematic Strategies
Florida
$219K -$274K -1,124 -56%
JIC
1125
Johnson Investment Counsel
Ohio
$219K -$12.7K -52 -5%
43 44
45
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