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
$1.39B
2
Invesco
Invesco
Georgia
$371M
3
Jennison Associates
Jennison Associates
New York
$2.6B
4
Allianz Asset Management
Allianz Asset Management
Germany
$1.08B
5
WRCM
Whale Rock Capital Management
Massachusetts
$234M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.65B
2
AIM
ARK Investment Management
Florida
$1.96B
3
BlackRock
BlackRock
New York
$5.03B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$854M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
1326
Bellwether Advisors
Nebraska
$3K – – –
FFG
1327
Ford Financial Group
California
$3K +$3K +13 New
H
1328
HoyleCohen
California
$2.22K +$160 +655 +8%
BCWM
1329
Bartlett & Co Wealth Management
Ohio
$2.19K – – –
LWM
1330
Liberty Wealth Management
California
$2K -$8.6K -43 -81%
SWM
1331
Sugarloaf Wealth Management
Georgia
$2K – – –
BC
1332
Bartlett & Co
Ohio
$2K – – –
CP
1333
Corbenic Partners
Pennsylvania
$2K – – –
SA
1334
SRH Advisors
Kansas
$2K – – –
CCC
1335
Crescent Capital Consulting
Louisiana
$2K – – –
DAM
1336
Delta Asset Management
Tennessee
$2K – – –
DWA
1337
Dougherty Wealth Advisers
Minnesota
$2K – – –
CYG
1338
Clean Yield Group
Vermont
$2K +$2K +8 New
DWA
1339
Delos Wealth Advisors
Texas
$2K +$2K +10 New
Walleye Capital
1340
Walleye Capital
New York
$1.63K +$1.63K +6,687 New
CHA
1341
Carmichael Hill & Associates
Maryland
$1K – – –
MIM
1342
Macroview Investment Management
Maryland
$1K – – –
COCM
1343
Charter Oak Capital Management
New Hampshire
$1K +$667 +2 +200%
EWM
1344
Elite Wealth Management
Washington
$418 +$20 +84 +5%
MGIM
1345
M&G Investment Management
United Kingdom
$267 +$34 +139 +15%
WIM
1346
Westside Investment Management
California
$223 – – –
Lord, Abbett & Co
1347
Lord, Abbett & Co
New Jersey
– -$179M -786,395 Closed
SCM
1348
Suvretta Capital Management
New York
– -$91M -400,950 Closed
Point72 Asset Management
1349
Point72 Asset Management
Connecticut
– -$80.7M -355,600 Closed
Balyasny Asset Management
1350
Balyasny Asset Management
Illinois
– -$55M -242,203 Closed
52 53
54
55 56