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 %
GC
326
GFG Capital
Florida
$2.14M +$404K +4,010 +23%
CPIH
327
Consolidated Press International Holdings
Australia
$2.11M +$2.11M +30,793 New
Mackenzie Financial
328
Mackenzie Financial
Ontario, Canada
$2.1M -$194K -2,821 -8%
CAPTRUST Financial Advisors
329
CAPTRUST Financial Advisors
North Carolina
$2.1M -$93.4K -1,360 -4%
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$2.08M -$422K -6,141 -17%
WAM
331
Weiss Asset Management
Massachusetts
$2.07M +$2.07M +30,098 New
IAM
332
Ion Asset Management
Israel
$2.06M +$2.06M +30,000 New
DM
333
Diker Management
New York
$2.06M +$1.37M +20,000 +200%
IP
334
Interval Partners
New York
$2.06M +$2.06M +30,000 New
DTL
335
Dynamic Technology Lab
Singapore
$2.06M +$2.06M +29,960 New
BFIC
336
Bedell Frazier Investment Counselling
California
$2.03M -$215K -3,132 -10%
Prudential Financial
337
Prudential Financial
New Jersey
$2.01M +$497K +7,775 +33%
MUAMU
338
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.99M +$1.99M +29,000 New
ETC
339
Exchange Traded Concepts
Oklahoma
$1.87M -$101K -1,478 -5%
RPSA
340
Richard P. Slaughter Associates
Texas
$1.78M -$4.19K -61 -0.2%
WMC
341
Westwood Management Corporation
Illinois
$1.77M – – –
CMI
342
Clare Market Investments
Texas
$1.77M -$434K -6,319 -20%
MIG
343
McGuire Investment Group
Rhode Island
$1.77M +$903K +13,153 +105%
PFO
344
Pathstone Family Office
New Jersey
$1.76M -$2.95M -42,949 -63%
PRC
345
Pearl River Capital
Michigan
$1.76M +$1.34M +19,511 +319%
AAS
346
Avantax Advisory Services
Texas
$1.76M +$257K +3,741 +17%
Los Angeles Capital Management
347
Los Angeles Capital Management
California
$1.75M -$2.9M -42,280 -62%
SPIA
348
Steward Partners Investment Advisory
New York
$1.72M -$126K -1,841 -7%
FDCDDQ
349
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.72M -$14K -204 -0.8%
AFAS
350
Acorn Financial Advisory Services
Virginia
$1.71M +$328K +4,785 +24%
12 13
14
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