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 %
VWA
1126
V Wealth Advisors
Kansas
– -$351K -2,589 Closed
PGWM
1127
Pitti Group Wealth Management
New York
– -$351K -2,587 Closed
NC
1128
NovaPoint Capital
Georgia
– -$350K -2,578 Closed
FANJ
1129
Financial Architects (New Jersey)
New Jersey
– -$349K -2,572 Closed
VLC
1130
Van Leeuwen & Company
New Jersey
– -$345K -2,541 Closed
TCM
1131
Traynor Capital Management
Pennsylvania
– -$344K -2,540 Closed
MCP
1132
Mirador Capital Partners
California
– -$344K -2,539 Closed
LMKC
1133
L.M. Kohn & Company
Ohio
– -$344K -2,532 Closed
BFS
1134
Bard Financial Services
Connecticut
– -$336K -2,480 Closed
CA
1135
Calton & Associates
Florida
– -$335K -2,472 Closed
RWM
1136
RKL Wealth Management
Pennsylvania
– -$335K -2,467 Closed
Lido Advisors
1137
Lido Advisors
California
– -$332K -2,452 Closed
ED
1138
Exane Derivatives
France
– -$332K -2,447 Closed
JWS
1139
Juncture Wealth Strategies
Arizona
– -$327K -2,412 Closed
LSPW
1140
Lake Street Private Wealth
Illinois
– -$325K -2,395 Closed
CA
1141
Claro Advisors
Massachusetts
– -$386K -2,392 Closed
AFM
1142
Abbot Financial Management
Massachusetts
– -$324K -2,392 Closed
DWM
1143
Doyle Wealth Management
Florida
– -$324K -2,390 Closed
SAM
1144
Silvercrest Asset Management
New York
– -$323K -2,385 Closed
CFS
1145
CRA Financial Services
New Jersey
– -$323K -2,379 Closed
BZWA
1146
Blue Zone Wealth Advisors
California
– -$319K -2,349 Closed
IWA
1147
IVC Wealth Advisors
Pennsylvania
– -$318K -2,345 Closed
TFA
1148
Teamwork Financial Advisors
Texas
– -$317K -2,341 Closed
EP
1149
EPIQ Partners
Minnesota
– -$316K -2,327 Closed
GDP
1150
Great Diamond Partners
Maine
– -$313K -2,312 Closed
44 45
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