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 %
MIC
351
Maxi Investments CY
Cyprus
$1.7M – – –
PCIA
352
Prime Capital Investment Advisors
Kansas
$1.68M -$1.57M -22,824 -48%
Fifth Third Bancorp
353
Fifth Third Bancorp
Ohio
$1.68M +$190K +2,773 +13%
CLOS
354
Compagnie Lombard Odier SCmA
Switzerland
$1.63M -$552K -8,039 -25%
SC
355
Sepio Capital
Utah
$1.6M +$712K +10,371 +80%
P
356
Pitcairn
Pennsylvania
$1.6M +$15.9K +232 +1%
WAM
357
Weinberger Asset Management
California
$1.55M – – –
EAM
358
Evanson Asset Management
California
$1.55M -$1.79K -26 -0.1%
HCA
359
Harbor Capital Advisors
Illinois
$1.52M -$35.3K -514 -2%
AP
360
AtonRa Partners
Switzerland
$1.52M -$443K -6,446 -23%
IP
361
Intellectus Partners
California
$1.52M -$214K -3,120 -12%
DADC
362
D.A. Davidson & Co
Montana
$1.49M +$106K +1,539 +8%
AWS
363
Atria Wealth Solutions
New York
$1.47M -$82.9K -1,207 -5%
WS
364
Wedbush Securities
California
$1.47M -$121K -1,756 -8%
IFWM
365
Institute for Wealth Management
Colorado
$1.46M -$61K -888 -4%
O
366
Ossiam
France
$1.44M +$826K +12,026 +134%
Cerity Partners
367
Cerity Partners
New York
$1.42M +$32K +466 +2%
Thrivent Financial for Lutherans
368
Thrivent Financial for Lutherans
Minnesota
$1.42M -$110M -1,595,255 -99%
LAI
369
Legal Advantage Investments
California
$1.41M – – –
SW
370
SteelPeak Wealth
California
$1.39M -$694K -10,115 -33%
LC
371
Longitude (Cayman)
Cayman Islands
$1.37M -$275K -4,000 -17%
SLI
372
Sumitomo Life Insurance
Japan
$1.36M +$664K +9,667 +96%
CWP
373
CFM Wealth Partners
Texas
$1.36M +$22.1K +322 +2%
AWM
374
AE Wealth Management
Kansas
$1.35M +$6.32K +92 +0.5%
CUAMC
375
China Universal Asset Management Company
China
$1.35M – – –
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