XYZ

Block, Inc.
XYZ

Overview Fund Activity

1,356 hedge funds and large institutions have $51.4B invested in Block, Inc. in 2021 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 513 increasing their positions, 456 reducing their positions, and 242 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,356
Holders Change
-15
Holders Change %
-1.09%
% of All Funds
20.94%
Holding in Top 10
45
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-41.56%
% of All Funds
0.69%
New
253
Increased
513
Reduced
456
Closed
242
Calls
$4.9B
Puts
$8.87B
Net Calls
-$3.97B
Net Calls Change
+$219M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$596M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$592M
3
Goldman Sachs
Goldman Sachs
New York
+$501M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$303M
5
Renaissance Technologies
Renaissance Technologies
New York
+$264M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$824M
2
Jennison Associates
Jennison Associates
New York
-$480M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$424M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$357M
5
MCM
Melvin Capital Management
New York
-$312M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
1101
Dorsey & Whitney Trust
South Dakota
$199K +$199K +1,240 New
WT
1102
Washington Trust
Rhode Island
$197K +$29.1K +180 +17%
ODG
1103
O'Dell Group
Ohio
$195K +$2.26K +14 +1%
AWM
1104
Atticus Wealth Management
Florida
$191K +$16.2K +100 +9%
RWM
1105
Ritholtz Wealth Management
New York
$186K -$135K -837 -42%
CT
1106
Cambridge Trust
Massachusetts
$186K +$186K +1,155 New
HWA
1107
HHM Wealth Advisors
Tennessee
$185K +$1.13K +7 +0.6%
CC
1108
Commons Capital
Massachusetts
$183K +$183K +1,130 New
RE
1109
RBC Europe
United Kingdom
$178K -$1.52M -9,403 -89%
CA
1110
CoreCap Advisors
Michigan
$167K +$167K +1,037 New
OIS
1111
Okabena Investment Services
Minnesota
$166K -$464K -2,873 -74%
CFGS
1112
Concourse Financial Group Securities
Alabama
$165K +$30.8K +191 +23%
MAWCM
1113
Mine & Arao Wealth Creation & Management
California
$164K +$16.2K +100 +11%
CA
1114
Crewe Advisors
Utah
$162K – – –
PA
1115
PSI Advisors
Florida
$162K +$146K +904 +904%
MBFW
1116
Morton Brown Family Wealth
Pennsylvania
$162K +$162K +1,000 New
ARIS
1117
Advanced Research Investment Solutions
California
$161K +$161K +1,000 New
GWS
1118
Glassman Wealth Services
Virginia
$153K -$11K -68 -7%
QCG
1119
Quadrant Capital Group
Ohio
$151K -$98.3K -608 -39%
MAM
1120
Meeder Asset Management
Ohio
$149K +$10.5K +65 +8%
EBA
1121
Eagle Bay Advisors
New York
$148K +$92K +568 +164%
LWCFA
1122
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$147K +$3.22K +20 +2%
CAL
1123
Capital Advisors Ltd
Ohio
$146K +$967 +6 +0.7%
SC
1124
Stephens Consulting
Michigan
$145K +$145K +900 New
WTA
1125
Washington Trust Advisors
Massachusetts
$143K +$143K +884 New
43 44
45
46 47