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 %
EARNEST Partners
1226
EARNEST Partners
Georgia
$45K – – –
AS
1227
Altshuler Shaham
Israel
$45K +$13.6K +56 +43%
BWM
1228
BerganKDV Wealth Management
Minnesota
$44K – – –
CH
1229
Canton Hathaway
Rhode Island
$44K +$36.7K +150 +500%
BFG
1230
Baron Financial Group
New Jersey
$43.9K – – –
TWA
1231
TCI Wealth Advisors
Arizona
$43K +$7.01K +29 +19%
BDWM
1232
Brewin Dolphin Wealth Management
Ireland
$42.7K – – –
KFI
1233
Key Financial Inc
Pennsylvania
$42K – – –
NWM
1234
Navigation Wealth Management
Colorado
$42K +$4.37K +18 +12%
SBL
1235
Sargent Bickham Lagudis
Colorado
$40K +$23.3K +95 +140%
FCM
1236
Firestone Capital Management
Florida
$39K -$193K -787 -83%
EBA
1237
Eagle Bay Advisors
New York
$39K +$39K +158 New
PK
1238
Pflug Koory
Nebraska
$38K – – –
BBL
1239
Beck Bode LLC
Massachusetts
$38K +$38K +155 New
TFM
1240
TFC Financial Management
Massachusetts
$37K +$4.84K +20 +15%
CP
1241
Castleview Partners
Texas
$37K +$37K +150 New
PMAS
1242
PNC Managed Account Solutions
Texas
$37K +$37K +152 New
SL
1243
Savior LLC
Massachusetts
$35K +$1.23K +5 +4%
SIM
1244
Sonora Investment Management
Arizona
$35K +$30.8K +126 +741%
Jones Financial Companies
1245
Jones Financial Companies
Missouri
$34K -$14.9K -61 -31%
IUHSA
1246
Itau Unibanco Holding S.A.
Brazil
$34K +$34K +140 New
AP
1247
Arlington Partners
Alabama
$33K – – –
TCM
1248
Tradewinds Capital Management
Washington
$32K +$1.2K +5 +4%
RIM
1249
Rockbridge Investment Management
New York
$31K – – –
PMFA
1250
Plante Moran Financial Advisors
Michigan
$31K – – –
48 49
50
51 52