XYZ

Block, Inc.
XYZ

Overview Fund Activity

1,356 hedge funds and large institutions have $51.4B invested in Block, Inc. in 2021 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 513 increasing their positions, 456 reducing their positions, and 242 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,356
Holders Change
-15
Holders Change %
-1.09%
% of All Funds
20.94%
Holding in Top 10
45
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-41.56%
% of All Funds
0.69%
New
253
Increased
513
Reduced
456
Closed
242
Calls
$4.9B
Puts
$8.87B
Net Calls
-$3.97B
Net Calls Change
+$219M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$784M
2
Capital Research Global Investors
Capital Research Global Investors
California
$897M
3
Goldman Sachs
Goldman Sachs
New York
$1.63B
4
Fisher Asset Management
Fisher Asset Management
Washington
$548M
5
Renaissance Technologies
Renaissance Technologies
New York
$264M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$44.8M
2
Jennison Associates
Jennison Associates
New York
$1.72B
3
Allianz Asset Management
Allianz Asset Management
Germany
$119M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.77B
5
MCM
Melvin Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
YMRC
1501
Yorktown Management & Research Company
Virginia
– -$264K -1,100 Closed
WPC
1502
Waters Parkerson & Co
Louisiana
– -$264K -1,100 Closed
CA
1503
Continuum Advisory
Idaho
– -$263K -1,098 Closed
KCM
1504
Karp Capital Management
California
– -$261K -1,090 Closed
OWA
1505
Outlook Wealth Advisors
Texas
– -$261K -1,089 Closed
NL
1506
Navalign LLC
California
– -$261K -1,089 Closed
KFGK
1507
Keystone Financial Group (Kentucky)
Kentucky
– -$259K -1,078 Closed
OPW
1508
Oxler Private Wealth
New York
– -$257K -1,075 Closed
EWM
1509
Evercore Wealth Management
New York
– -$256K -1,066 Closed
WPW
1510
Waldron Private Wealth
Pennsylvania
– -$255K -1,064 Closed
TC
1511
TownSquare Capital
Utah
– -$255K -1,062 Closed
GLA
1512
Great Lakes Advisors
Illinois
– -$254K -1,061 Closed
SA
1513
Sicart Associates
New York
– -$254K -1,060 Closed
BBA
1514
BLB&B Advisors
Pennsylvania
– -$254K -1,060 Closed
HKAM
1515
Horizon Kinetics Asset Management
New York
– -$253K -1,055 Closed
VAM
1516
Verity Asset Management
North Carolina
– -$253K -1,054 Closed
SW
1517
SkyOak Wealth
Michigan
– -$253K -1,053 Closed
YIA
1518
YHB Investment Advisors
Connecticut
– -$247K -1,030 Closed
FMBTD
1519
First Midwest Bank Trust Division
Illinois
– -$246K -1,025 Closed
BSW
1520
Buckingham Strategic Wealth
Missouri
– -$246K -1,024 Closed
RSWM
1521
Robertson Stephens Wealth Management
California
– -$245K -1,022 Closed
ACM
1522
Alpha Capital Management
Texas
– -$244K -1,019 Closed
YWP
1523
YorkBridge Wealth Partners
New York
– -$244K -1,018 Closed
RPWA
1524
Regent Peak Wealth Advisors
Georgia
– -$241K -1,004 Closed
BCM
1525
Boltwood Capital Management
California
– -$240K -1,000 Closed
59 60
61
62 63