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 %
ECM
1151
EMC Capital Management
Texas
$193K – – –
CFGS
1152
Concourse Financial Group Securities
Alabama
$193K +$4.15K +17 +2%
FPA
1153
First Pacific Advisors
California
$193K +$62.3K +255 +48%
IFAM
1154
Institutional & Family Asset Management
Colorado
$190K – – –
HPC
1155
HM Payson & Co
Maine
$171K -$42.5K -174 -20%
AP
1156
Atwood & Palmer
Missouri
$171K – – –
SC
1157
Solstein Capital
California
$171K +$122K +500 +250%
MPWT
1158
MassMutual Private Wealth & Trust
Connecticut
$153K +$32.7K +134 +27%
HFA
1159
Hoover Financial Advisors
Pennsylvania
$152K – – –
S
1160
Seeyond
France
$148K -$349K -1,433 -70%
BWA
1161
BDO Wealth Advisors
Florida
$146K +$85.2K +350 +140%
AF
1162
Allworth Financial
California
$143K -$9.73K -40 -6%
Pacer Advisors
1163
Pacer Advisors
Pennsylvania
$129K +$129K +528 New
BWP
1164
Baldwin Wealth Partners
Massachusetts
$128K – – –
CFA
1165
Carroll Financial Associates
North Carolina
$126K -$243 -1 -0.2%
DOA
1166
D'Orazio & Associates
Virginia
$122K – – –
OIA
1167
Optimum Investment Advisors
Illinois
$116K -$65.4K -268 -36%
KFP
1168
KB Financial Partners
New Jersey
$115K -$14.9K -61 -11%
AWM
1169
Avior Wealth Management
Nebraska
$112K +$5.1K +21 +5%
AIL
1170
AGF Investments LLC
Ontario, Canada
$109K -$91.5K -377 -46%
LJHT
1171
Laurie J. Hall Trustee
$107K – – –
MSFP
1172
Mark Sheptoff Financial Planning
Connecticut
$106K +$57.3K +235 +118%
SWA
1173
SOA Wealth Advisors
New York
$106K +$63.2K +261 +147%
WLPWM
1174
Walled Lake Planning & Wealth Management
Illinois
$104K – – –
WQ
1175
Wealth Quarterback
New Jersey
$100K +$100K +409 New
45 46
47
48 49