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 %
CWA
1251
Clearview Wealth Advisors
Oregon
$30K -$4.92K -20 -14%
TFA
1252
Toth Financial Advisory
Virginia
$30K – – –
BC
1253
Burleson & Co
California
$29K -$7.49K -31 -21%
CFO
1254
CVA Family Office
Colorado
$29K +$16.9K +70 +140%
WAS
1255
Winch Advisory Services
Wisconsin
$28K – – –
MA
1256
MCF Advisors
Kentucky
$28K – – –
DFCM
1257
Dark Forest Capital Management
Puerto Rico
$28K +$28K +115 New
AIC
1258
Archer Investment Corporation
Indiana
$27.8K – – –
AF
1259
Arrow Financial
New York
$27K +$1.23K +5 +5%
HFS
1260
Hantz Financial Services
Michigan
$26K – – –
BCM
1261
Blume Capital Management
California
$26K – – –
HRC
1262
Hoertkorn Richard Charles
$25K – – –
HCP
1263
Hexagon Capital Partners
Arkansas
$25K +$18.9K +77 +308%
Simplex Trading
1264
Simplex Trading
Illinois
$24K -$2.71M -11,286 -99%
RG
1265
Retirement Group
California
$24K -$4.8K -20 -17%
FA
1266
Fortis Advisors
Pennsylvania
$24K – – –
FMTCOCP
1267
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$24K – – –
BMD
1268
Better Money Decisions
New Mexico
$23K – – –
TCOV
1269
Trust Company of Vermont
Vermont
$23K – – –
Optiver Holding
1270
Optiver Holding
Netherlands
$23K +$23K +94 New
HWM
1271
Holloway Wealth Management
Florida
$22K -$20K – –
BAM
1272
Baldrige Asset Management
Pennsylvania
$22K +$22K +90 New
MA
1273
MUFG Americas
New York
$20K – – –
HFS
1274
HBC Financial Services
Washington
$19K -$2.24K -10 -11%
JFA
1275
JNBA Financial Advisors
Minnesota
$19K – – –
49 50
51
52 53