XYZ

Block, Inc.
XYZ

Overview Fund Activity

1,020 hedge funds and large institutions have $22.7B invested in Block, Inc. in 2022 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 451 increasing their positions, 341 reducing their positions, and 292 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,020
Holders Change
-221
Holders Change %
-17.81%
% of All Funds
17.25%
Holding in Top 10
24
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-45.45%
% of All Funds
0.41%
New
86
Increased
451
Reduced
341
Closed
292
Calls
$2.56B
Puts
$2.99B
Net Calls
-$428M
Net Calls Change
+$2.29B

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$317M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$167M
3
Renaissance Technologies
Renaissance Technologies
New York
+$158M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$85.6M
5
AIM
ARK Investment Management
Florida
+$72.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$431M
2
DIG
Dragoneer Investment Group
California
-$387M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$242M
4
LPC
Lone Pine Capital
Connecticut
-$182M
5
Walleye Trading
Walleye Trading
New York
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
1101
Lineweaver Wealth Advisors
Ohio
– -$419K -3,091 Closed
CIA
1102
Caerus Investment Advisors
Texas
– -$258K -3,076 Closed
IA
1103
IFG Advisory
Georgia
– -$416K -3,071 Closed
TPWM
1104
Twelve Points Wealth Management
Massachusetts
– -$410K -3,022 Closed
IA
1105
Insight Advisors
Pennsylvania
– -$407K -3,007 Closed
AAS
1106
Ameritas Advisory Services
Nebraska
– -$408K -3,006 Closed
WE
1107
Wealth Effects
Massachusetts
– -$408K -3,006 Closed
MGP
1108
Metis Global Partners
California
– -$407K -2,999 Closed
GC
1109
Grimes & Company
Massachusetts
– -$405K -2,985 Closed
SFA
1110
Sequoia Financial Advisors
Ohio
– -$403K -2,970 Closed
ACS
1111
Archford Capital Strategies
Illinois
– -$403K -2,966 Closed
CAG
1112
Csenge Advisory Group
Florida
– -$401K -2,959 Closed
HWM
1113
Howard Wealth Management
Connecticut
– -$397K -2,928 Closed
JWM
1114
JGP Wealth Management
Oregon
– -$357K -2,897 Closed
CW
1115
CreativeOne Wealth
Kansas
– -$391K -2,887 Closed
BJL
1116
Brighton Jones LLC
Washington
– -$391K -2,885 Closed
KPW
1117
Kore Private Wealth
New York
– -$390K -2,880 Closed
EP
1118
Eudaimonia Partners
Tennessee
– -$387K -2,852 Closed
KMWM
1119
Keudell/Morrison Wealth Management
Oregon
– -$380K -2,800 Closed
TWM
1120
Trevian Wealth Management
Massachusetts
– -$374K -2,758 Closed
TPWA
1121
TRUE Private Wealth Advisors
Oregon
– -$292K -2,741 Closed
ECG
1122
EPIQ Capital Group
California
– -$366K -2,701 Closed
WFA
1123
WMG Financial Advisors
Tennessee
– -$365K -2,670 Closed
CCFM
1124
Clear Creek Financial Management
Washington
– -$354K -2,609 Closed
CAMG
1125
CWA Asset Management Group
Florida
– -$352K -2,599 Closed
43 44
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