XYZ

Block, Inc.
XYZ

Overview Fund Activity

1,290 hedge funds and large institutions have $66.1B invested in Block, Inc. in 2021 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 519 increasing their positions, 439 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,290
Holders Change
+54
Holders Change %
+4.37%
% of All Funds
22.72%
Holding in Top 10
75
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.85%
% of All Funds
1.32%
New
201
Increased
519
Reduced
439
Closed
132
Calls
$7.01B
Puts
$9.22B
Net Calls
-$2.21B
Net Calls Change
+$1.12B

Top Buyers

1
AIM
ARK Investment Management
Florida
$2.49B
2
NAMA
Nikko Asset Management Americas
New York
$1.29B
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$1.57B
4
Jennison Associates
Jennison Associates
New York
$2.2B
5
BlackRock
BlackRock
New York
$4.95B

Top Sellers

1
WRCM
Whale Rock Capital Management
Massachusetts
$0
2
Coatue Management
Coatue Management
New York
$881M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$991M
4
Goldman Sachs
Goldman Sachs
New York
$1.04B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$834M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
1376
Avalon Investment & Advisory
Texas
– -$261K -1,200 Closed
Baillie Gifford & Co
1377
Baillie Gifford & Co
United Kingdom
– -$251K -1,153 Closed
SWRP
1378
Summit Wealth & Retirement Planning
California
– -$250K -1,149 Closed
TCM
1379
TimesSquare Capital Management
New York
– -$246K -1,132 Closed
KFS
1380
Kaizen Financial Strategies
California
– -$243K -1,115 Closed
MAM
1381
Martingale Asset Management
Massachusetts
– -$240K -1,101 Closed
CSPIA
1382
Cary Street Partners Investment Advisory
Virginia
– -$236K -1,083 Closed
PAM
1383
Premier Asset Management
Illinois
– -$234K -1,075 Closed
LHC
1384
Little House Capital
Massachusetts
– -$228K -1,048 Closed
DIM
1385
DC Investments Management
Virginia
– -$221K -1,014 Closed
WAS
1386
Wealth Advisory Solutions
Indiana
– -$217K -1,000 Closed
SW
1387
StrongBox Wealth
Missouri
– -$214K -981 Closed
MFG
1388
MidWestOne Financial Group
Iowa
– -$207K -950 Closed
WP
1389
WealthSource Partners
California
– -$200K -919 Closed
JWM
1390
JGP Wealth Management
Oregon
– -$208K -874 Closed
LGA
1391
Lebenthal Global Advisors
New York
– -$167K -769 Closed
WIA
1392
World Investment Advisors
California
– -$208K -763 Closed
SIAG
1393
Safeguard Investment Advisory Group
California
– -$110K -506 Closed
JIR
1394
James Investment Research
Ohio
– -$104K -477 Closed
WFA
1395
Wells Financial Advisors
Massachusetts
– -$65K -300 Closed
MCM
1396
Manchester Capital Management
Vermont
– -$49K -223 Closed
FIA
1397
FNY Investment Advisers
New York
– -$47K -219 Closed
GA
1398
GoalVest Advisory
New York
– -$45K -206 Closed
IR
1399
Invictus RG
Bermuda
– -$44K -202 Closed
PWPS
1400
Pinnacle Wealth Planning Services
Ohio
– -$38K -176 Closed
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