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
$344M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$697M
3
Renaissance Technologies
Renaissance Technologies
New York
$158M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$154M
5
AIM
ARK Investment Management
Florida
$799M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$100M
2
DIG
Dragoneer Investment Group
California
$0
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
4
LPC
Lone Pine Capital
Connecticut
$1.46M
5
Walleye Trading
Walleye Trading
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RSWM
1226
Robertson Stephens Wealth Management
California
– -$223K -1,649 Closed
ACM
1227
Aljian Capital Management
Nevada
– -$228K -1,645 Closed
CWS
1228
Cypress Wealth Services
California
– -$222K -1,639 Closed
WIA
1229
World Investment Advisors
California
– -$221K -1,632 Closed
IAP
1230
Indie Asset Partners
Indiana
– -$220K -1,620 Closed
MCM
1231
Mendel Capital Management
Arkansas
– -$219K -1,612 Closed
PNAA
1232
Pictet North America Advisors
Switzerland
– -$219K -1,611 Closed
DWT
1233
Dorsey & Whitney Trust
South Dakota
– -$215K -1,592 Closed
SSWM
1234
Sheets Smith Wealth Management
North Carolina
– -$215K -1,588 Closed
DHFB
1235
Dixon Hubard Feinour & Brown
Virginia
– -$215K -1,588 Closed
PC
1236
Periscope Capital
Ontario, Canada
– -$215K -1,582 Closed
RWA
1237
Ropes Wealth Advisors
Massachusetts
– -$214K -1,578 Closed
BMC
1238
Beaton Management Company
Massachusetts
– -$214K -1,575 Closed
B
1239
Barings
North Carolina
– -$213K -1,571 Closed
CPIA
1240
Cornell Pochily Investment Advisors
New York
– -$213K -1,570 Closed
IAG
1241
Investmark Advisory Group
Connecticut
– -$212K -1,566 Closed
WPW
1242
Waldron Private Wealth
Pennsylvania
– -$212K -1,564 Closed
W
1243
WealthOne
New York
– -$212K -1,563 Closed
GC
1244
Garde Capital
Washington
– -$210K -1,546 Closed
SDH
1245
Sloy Dahl & Holst
Washington
– -$209K -1,542 Closed
ACM
1246
Advisors Capital Management
New Jersey
– -$207K -1,525 Closed
MAG
1247
MRA Advisory Group
New Jersey
– -$205K -1,515 Closed
KP
1248
Keel Point
Alabama
– -$204K -1,508 Closed
MG
1249
Mather Group
Illinois
– -$204K -1,501 Closed
EWG
1250
Executive Wealth Group
Washington
– -$203K -1,500 Closed
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50
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