XYZ

Block, Inc.
XYZ

Overview Fund Activity

1,290 hedge funds and large institutions have $66.1B invested in Block, Inc. in 2021 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 519 increasing their positions, 439 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,290
Holders Change
+54
Holders Change %
+4.37%
% of All Funds
22.72%
Holding in Top 10
75
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.85%
% of All Funds
1.32%
New
201
Increased
519
Reduced
439
Closed
132
Calls
$7.01B
Puts
$9.22B
Net Calls
-$2.21B
Net Calls Change
+$1.12B

Top Buyers

1
AIM
ARK Investment Management
Florida
+$885M
2
NAMA
Nikko Asset Management Americas
New York
+$318M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$311M
4
Jennison Associates
Jennison Associates
New York
+$247M
5
BlackRock
BlackRock
New York
+$193M

Top Sellers

1
WRCM
Whale Rock Capital Management
Massachusetts
-$607M
2
Coatue Management
Coatue Management
New York
-$512M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$417M
4
Goldman Sachs
Goldman Sachs
New York
-$416M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$296M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
1201
Tradewinds Capital Management
Washington
$29K -$25.4K -112 -47%
RIM
1202
Rockbridge Investment Management
New York
$29K – – –
NSIM
1203
North Star Investment Management
Illinois
$29K – – –
TFA
1204
Toth Financial Advisory
Virginia
$28K +$9.18K +40 +49%
RG
1205
Retirement Group
California
$27K – – –
MA
1206
MCF Advisors
Kentucky
$26K – – –
WAS
1207
Winch Advisory Services
Wisconsin
$26K +$3.88K +17 +18%
AIC
1208
Archer Investment Corporation
Indiana
$25.9K -$6.36K -28 -20%
HFS
1209
Hantz Financial Services
Michigan
$25K +$926 +4 +4%
HFS
1210
HBC Financial Services
Washington
$25K -$34.2K -130 -58%
BCM
1211
Blume Capital Management
California
$24K – – –
AF
1212
Arrow Financial
New York
$24K +$24K +105 New
FMTCOCP
1213
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K – – –
HRC
1214
Hoertkorn Richard Charles
$23K – – –
FA
1215
Fortis Advisors
Pennsylvania
$23K +$23K +100 New
MLFP
1216
MPS Loria Financial Planners
Illinois
$22K – – –
RFA
1217
Reilly Financial Advisors
California
$22K +$5.9K +26 +37%
TCOV
1218
Trust Company of Vermont
Vermont
$21K -$223 -1 -1%
BMD
1219
Better Money Decisions
New Mexico
$21K +$21K +93 New
KFS
1220
Kelly Financial Services
Massachusetts
$20.4K +$9.08K +40 +80%
HWM
1221
Holloway Wealth Management
Florida
$20K -$20K – –
MA
1222
MUFG Americas
New York
$18K -$90K -400 -83%
JFA
1223
JNBA Financial Advisors
Minnesota
$17K – – –
EWM
1224
Elmwood Wealth Management
California
$17K +$17K +75 New
SIS
1225
Sound Income Strategies
Florida
$16.1K +$1.14K +5 +8%
47 48
49
50 51