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 %
LPWM
1276
Lake Point Wealth Management
Texas
$19K +$19K +76 New
EWM
1277
Elmwood Wealth Management
California
$18K – – –
CT
1278
Clearstead Trust
Maine
$18K +$18K +74 New
ICM
1279
Islay Capital Management
Texas
$17K – – –
OCM
1280
Orion Capital Management
California
$16K – – –
RDWM
1281
Red Door Wealth Management
Tennessee
$16K +$16K +67 New
LWANC
1282
Laurel Wealth Advisors (North Carolina)
North Carolina
$15K +$12.5K +50 +500%
TF
1283
TimeScale Financial
Massachusetts
$13K +$11K +45 +563%
WP
1284
WealthShield Partners
North Carolina
$12K -$48.7K -199 -80%
CCMW
1285
Cypress Capital Management (Wyoming)
Wyoming
$12K – – –
CCM
1286
Cribstone Capital Management
Maine
$12K – – –
TCWA
1287
Ten Capital Wealth Advisors
Washington
$12K +$1.44K +6 +14%
MCM
1288
MV Capital Management
Maryland
$12K +$12K +50 New
Nisa Investment Advisors
1289
Nisa Investment Advisors
Missouri
$10.7K -$1.44K -5,900 -12%
BWM
1290
Baystate Wealth Management
Massachusetts
$10K -$5.95K -25 -37%
M1FG
1291
Mach-1 Financial Group
Arkansas
$10K – – –
JPLA
1292
Joseph P. Lucia & Associates
New York
$10K – – –
BAM
1293
Bellevue Asset Management
Washington
$10K +$6.92K +27 +225%
FWM
1294
FFT Wealth Management
Pennsylvania
$10K +$10K +40 New
WB
1295
Webster Bank
Connecticut
$9K -$562K -2,184 -98%
VCM
1296
Versant Capital Management
Arizona
$9K – – –
DI
1297
Disciplined Investments
Oklahoma
$9K +$711 +3 +9%
VCM
1298
Vigilant Capital Management
Maine
$8K – – –
MFA
1299
McClarren Financial Advisors
Pennsylvania
$8K +$3.2K +14 +67%
PWS
1300
Paragon Wealth Strategies
Florida
$8K +$8K +31 New
50 51
52
53 54