XYZ

Block, Inc.
XYZ

Overview Fund Activity

961 hedge funds and large institutions have $25.4B invested in Block, Inc. in 2023 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 291 increasing their positions, 383 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
-26
Holders Change %
-2.63%
% of All Funds
15.16%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
104
Increased
291
Reduced
383
Closed
123
Calls
$1.91B
Puts
$1.6B
Net Calls
+$315M
Net Calls Change
+$367M

Top Buyers

1
BlackRock
BlackRock
New York
+$317M
2
AM
Atreides Management
Massachusetts
+$179M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$171M
4
Holocene Advisors
Holocene Advisors
New York
+$123M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$115M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$746M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$630M
3
Capital International Investors
Capital International Investors
California
-$346M
4
Morgan Stanley
Morgan Stanley
New York
-$286M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
326
Prudential Financial
New Jersey
$1.79M -$310K -4,652 -15%
Baird Financial Group
327
Baird Financial Group
Wisconsin
$1.77M -$2.48M -37,220 -58%
TC
328
TownSquare Capital
Utah
$1.76M +$855K +12,842 +95%
MIG
329
McGuire Investment Group
Rhode Island
$1.75M +$39.4K +592 +2%
WMC
330
Westwood Management Corporation
Illinois
$1.72M – – –
RPSA
331
Richard P. Slaughter Associates
Texas
$1.69M -$36.9K -554 -2%
IP
332
Intellectus Partners
California
$1.67M +$201K +3,016 +14%
CLOS
333
Compagnie Lombard Odier SCmA
Switzerland
$1.67M +$90.2K +1,355 +6%
SC
334
Sepio Capital
Utah
$1.65M +$102K +1,530 +7%
MIC
335
Maxi Investments CY
Cyprus
$1.65M – – –
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$1.64M -$375K -5,635 -19%
FA
337
FDx Advisors
Illinois
$1.64M +$569K +8,540 +53%
BC
338
BIT Capital
Germany
$1.63M -$1.93M -28,964 -54%
SPIA
339
Steward Partners Investment Advisory
New York
$1.61M -$66.1K -993 -4%
EI
340
Ethic Inc
New York
$1.54M -$947K -14,224 -38%
PRC
341
Pearl River Capital
Michigan
$1.54M -$164K -2,463 -10%
KWILP
342
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.52M +$1.52M +22,880 New
WAM
343
Weinberger Asset Management
California
$1.51M +$133 +2 +0%
EAM
344
Evanson Asset Management
California
$1.5M +$1.33K +20 +0.1%
WG
345
Winton Group
United Kingdom
$1.5M +$1.5M +22,508 New
AAS
346
Avantax Advisory Services
Texas
$1.48M -$220K -3,298 -13%
TCM
347
Tybourne Capital Management
Hong Kong
$1.48M +$738K +11,081 +99%
P
348
Pitcairn
Pennsylvania
$1.46M -$91.8K -1,379 -6%
DADC
349
D.A. Davidson & Co
Montana
$1.44M -$4.19K -63 -0.3%
IFWM
350
Institute for Wealth Management
Colorado
$1.42M +$2.93K +44 +0.2%
12 13
14
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