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 %
CAL
1126
Capital Advisors Ltd
Ohio
$219K – – –
LWCFA
1127
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$218K – – –
GCP
1128
GSA Capital Partners
United Kingdom
$218K +$218K +894 New
CBTWT
1129
Community Bank & Trust (Waco, Texas)
Texas
$217K +$217K +890 New
WB
1130
WesBanco Bank
West Virginia
$216K +$216K +885 New
MSFS
1131
Main Street Financial Solutions
Pennsylvania
$214K +$214K +879 New
BSW
1132
Buckingham Strategic Wealth
Missouri
$211K -$46.5K -191 -18%
JWM
1133
JGP Wealth Management
Oregon
$211K +$211K +866 New
IIM
1134
Ipswich Investment Management
Massachusetts
$210K +$210K +860 New
BCA
1135
Biltmore Capital Advisors
New Jersey
$210K +$210K +860 New
WIA
1136
World Investment Advisors
California
$210K +$210K +861 New
SIMG
1137
Stephens Investment Management Group
Texas
$209K -$4.37M -17,879 -95%
MAM
1138
Meeder Asset Management
Ohio
$208K +$55K +226 +36%
CCA
1139
Conservest Capital Advisors
Pennsylvania
$207K +$207K +850 New
BJ
1140
Brouwer & Janachowski
California
$207K +$207K +851 New
WI
1141
Wedgewood Investors
Pennsylvania
$206K -$36.6K -150 -15%
LHC
1142
Little House Capital
Massachusetts
$206K +$206K +847 New
EE
1143
EWG Elevate
California
$204K +$204K +845 New
FAM
1144
Formidable Asset Management
Ohio
$203K +$203K +831 New
CWM
1145
Circle Wealth Management
New Jersey
$203K +$203K +832 New
IGGA
1146
Iron Gate Global Advisors
Utah
$201K +$201K +823 New
CSPIA
1147
Cary Street Partners Investment Advisory
Virginia
$198K +$198K +812 New
EFSCE
1148
Enterprise Financial Services Corp (EFSC)
Missouri
$195K -$392K -1,599 -67%
TLCM
1149
Twin Lakes Capital Management
California
$195K – – –
EL
1150
EMFO LLC
Florida
$195K +$195K +800 New
44 45
46
47 48