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 %
TAM
301
Tocqueville Asset Management
New York
$2.74M -$8.58K -125 -0.3%
YWM
302
Yoder Wealth Management
California
$2.71M +$2.71M +39,543 New
B
303
Bensler
Washington
$2.7M +$368K +5,365 +16%
FCI
304
Financial Counselors Inc
Kansas
$2.68M +$112K +1,636 +4%
Corient Private Wealth
305
Corient Private Wealth
Florida
$2.64M +$539K +7,865 +26%
AAF
306
Andra AP-fonden
Sweden
$2.62M +$13.7K +200 +0.5%
TCM
307
True Capital Management
California
$2.61M +$8.51K +124 +0.3%
BAMF
308
BI Asset Management Fondsmaeglerselskab
Denmark
$2.6M +$1.65M +24,080 +175%
EI
309
Ethic Inc
New York
$2.57M +$951K +13,850 +59%
JAMONY
310
Jacob Asset Management of New York
California
$2.55M -$229K -3,334 -8%
TRCT
311
Tower Research Capital (TRC)
New York
$2.53M +$1.82M +26,550 +257%
PCM
312
PenderFund Capital Management
British Columbia, Canada
$2.52M – – –
ZDA
313
Zweig-DiMenna Associates
New York
$2.39M – – –
Wealthfront Advisers
314
Wealthfront Advisers
California
$2.37M -$79.8K -1,162 -3%
Nordea Investment Management
315
Nordea Investment Management
Sweden
$2.36M -$209 -3 -0%
VIA
316
Vident Investment Advisory
Georgia
$2.32M -$7.96K -116 -0.3%
AI
317
Atria Investments
North Carolina
$2.31M +$587K +8,554 +34%
RCW
318
Rheos Capital Works
Japan
$2.29M – – –
Public Sector Pension Investment Board (PSP Investments)
319
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.25M +$293K +4,265 +15%
KBC Group
320
KBC Group
Belgium
$2.21M -$570K -8,303 -21%
MCA
321
Martin Capital Advisors
Texas
$2.2M -$107K -1,560 -5%
Cetera Investment Advisers
322
Cetera Investment Advisers
Illinois
$2.2M +$88.8K +1,294 +4%
AWA
323
Arkadios Wealth Advisors
Georgia
$2.2M +$561K +8,166 +34%
SC
324
Slow Capital
California
$2.19M +$182K +2,645 +9%
BMSSC
325
B. Metzler seel. Sohn & Co
Germany
$2.18M +$245K +3,573 +13%
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