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
+$947M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$373M
3
Coatue Management
Coatue Management
New York
+$310M
4
DIG
Dragoneer Investment Group
California
+$214M
5
Capital World Investors
Capital World Investors
California
+$133M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$231M
2
BCM
Bares Capital Management
Texas
-$175M
3
AM
Atreides Management
Massachusetts
-$159M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$146M
5
Goldman Sachs
Goldman Sachs
New York
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
276
Brookfield Corp
Ontario, Canada
$3.39M -$2.83M -41,226 -46%
1C
277
1623 Capital
Virginia
$3.38M +$213K +3,100 +7%
Bank of Nova Scotia
278
Bank of Nova Scotia
Ontario, Canada
$3.34M -$5.2M -75,723 -61%
OAM
279
Oppenheimer Asset Management
New York
$3.31M -$54.9K -800 -2%
PAG
280
Private Advisor Group
New Jersey
$3.3M -$322K -4,684 -9%
SA
281
SRN Advisors
Pennsylvania
$3.3M +$1.97M +28,720 +148%
BCIM
282
British Columbia Investment Management
British Columbia, Canada
$3.29M +$61.2K +891 +2%
CIC
283
Carnegie Investment Counsel
Ohio
$3.24M -$573K -8,346 -15%
WorldQuant Millennium Advisors
284
WorldQuant Millennium Advisors
New York
$3.17M -$14.4M -209,785 -82%
VPIM
285
Vanguard Personalized Indexing Management
California
$3.12M -$202K -2,937 -6%
DT
286
Diversified Trust
Tennessee
$3.1M -$126K -1,833 -4%
PWP
287
Pursue Wealth Partners
California
$3.09M – – –
SI
288
Stephens Inc
Arkansas
$3.08M +$352K +5,132 +13%
OWP
289
Old Well Partners
North Carolina
$3.06M -$103K -1,500 -3%
Schroder Investment Management Group
290
Schroder Investment Management Group
United Kingdom
$2.95M -$172K -2,499 -5%
EMPI
291
Elo Mutual Pension Insurance
Finland
$2.95M +$132K +1,919 +5%
IC
292
IEQ Capital
California
$2.91M +$134K +1,946 +5%
BAM
293
Belpointe Asset Management
Nevada
$2.91M +$2.48M +36,079 +573%
MSRPS
294
Maryland State Retirement & Pension System
Maryland
$2.89M – – –
Daiwa Securities Group
295
Daiwa Securities Group
Japan
$2.87M +$172K +2,499 +6%
BVDMP
296
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$2.84M – – –
AAIS
297
ABN AMRO Investment Solutions
$2.81M +$2.81M +40,918 New
EH
298
Equitable Holdings
New York
$2.77M +$1.79M +26,078 +182%
AIM
299
Allen Investment Management
New York
$2.77M +$1.75M +25,488 +172%
ZCM
300
Zenyatta Capital Management
Delaware
$2.75M -$2.75M -40,000 -50%
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