XYZ

Block, Inc.
XYZ

Overview Fund Activity

987 hedge funds and large institutions have $27.2B invested in Block, Inc. in 2023 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 334 increasing their positions, 356 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-9
Holders Change %
-0.9%
% of All Funds
15.8%
Holding in Top 10
30
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.76%
% of All Funds
0.48%
New
129
Increased
334
Reduced
356
Closed
115
Calls
$2.74B
Puts
$2.79B
Net Calls
-$51.8M
Net Calls Change
+$58.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.34B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$510M
3
Coatue Management
Coatue Management
New York
$678M
4
DIG
Dragoneer Investment Group
California
$214M
5
Capital World Investors
Capital World Investors
California
$777M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$346M
2
BCM
Bares Capital Management
Texas
$279M
3
AM
Atreides Management
Massachusetts
$0
4
Viking Global Investors
Viking Global Investors
Connecticut
$162M
5
Goldman Sachs
Goldman Sachs
New York
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
Credit Agricole
226
Credit Agricole
France
$5.67M +$213K +3,097 +4%
PCIG
227
Partners Capital Investment Group
Massachusetts
$5.6M – – –
HT
228
HAP Trading
New York
$5.56M +$5.56M +81,003 New
FC
229
Forte Capital
New York
$5.52M +$265K +3,857 +5%
GVAG
230
Great Valley Advisor Group
Delaware
$5.45M +$314K +4,575 +6%
GIA
231
Gateway Investment Advisers
Ohio
$5.37M +$2.26M +32,861 +73%
PP
232
Prudential plc
United Kingdom
$5.25M -$180K -2,622 -3%
ECM
233
ExodusPoint Capital Management
New York
$5.2M +$3.32M +48,301 +176%
LOAME
234
Lombard Odier Asset Management (Europe)
United Kingdom
$5.15M +$378K +5,500 +8%
Optiver Holding
235
Optiver Holding
Netherlands
$5.05M -$196K -2,850 -4%
NAM
236
Nissay Asset Management
Japan
$5.02M -$504K -7,345 -9%
Mariner
237
Mariner
Kansas
$4.9M -$297K -4,332 -6%
GIBU
238
Gulf International Bank (UK)
United Kingdom
$4.85M -$1.15M -16,768 -19%
PFM
239
Privium Fund Management
Netherlands
$4.81M -$687K -10,000 -13%
BS
240
Banco Santander
Spain
$4.79M -$92.7K -1,350 -2%
Janus Henderson Group
241
Janus Henderson Group
United Kingdom
$4.67M -$19.1M -278,946 -80%
CAN
242
Cetera Advisor Networks
California
$4.57M +$193K +2,809 +4%
NLGIA
243
Nippon Life Global Investors Americas
New York
$4.47M +$934K +13,600 +26%
KAS
244
Kestra Advisory Services
Texas
$4.46M -$755K -10,997 -14%
IHL
245
Investment House LLC
California
$4.45M -$33.9K -494 -0.8%
Baird Financial Group
246
Baird Financial Group
Wisconsin
$4.38M +$3.08M +44,797 +235%
CS
247
Candriam SCA
Luxembourg
$4.35M +$30.5K +482 +0.7%
PNC Financial Services Group
248
PNC Financial Services Group
Pennsylvania
$4.33M -$46.1K -671 -1%
M1FG
249
Mach-1 Financial Group
Arkansas
$4.33M +$4.33M +105 New
Creative Planning
250
Creative Planning
Kansas
$4.32M -$662K -9,646 -13%
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