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 %
SA
351
SRN Advisors
Pennsylvania
$1.41M -$1.79M -26,886 -56%
Cerity Partners
352
Cerity Partners
New York
$1.41M +$36.5K +548 +3%
PCM
353
Penserra Capital Management
California
$1.41M +$299K +4,495 +27%
LC
354
Longitude (Cayman)
Cayman Islands
$1.4M +$66.6K +1,000 +5%
PAS
355
Park Avenue Securities
New York
$1.39M +$285K +4,279 +26%
BTWM
356
Baker Tilly Wealth Management
Wisconsin
$1.37M +$154K +2,316 +13%
LAI
357
Legal Advantage Investments
California
$1.37M – – –
WS
358
Wedbush Securities
California
$1.36M -$60.6K -910 -4%
GL
359
GHE LLC
Tennessee
$1.35M +$56.7K +852 +4%
IWC
360
Integrated Wealth Concepts
Massachusetts
$1.35M +$368K +5,535 +38%
SC
361
Slow Capital
California
$1.34M -$775K -11,635 -37%
SW
362
SteelPeak Wealth
California
$1.34M -$5.46K -82 -0.4%
IP
363
Interval Partners
New York
$1.33M -$666K -10,000 -33%
FBC
364
Fairfield, Bush & Co
Connecticut
$1.33M +$413K +6,200 +45%
AI
365
AXS Investments
New York
$1.33M +$292K +4,388 +28%
AWS
366
Atria Wealth Solutions
New York
$1.31M -$118K -1,772 -8%
CA
367
Cetera Advisors
Colorado
$1.3M +$14.3K +215 +1%
CWP
368
CFM Wealth Partners
Texas
$1.3M -$10.9K -163 -0.8%
ECM
369
ExodusPoint Capital Management
New York
$1.3M -$3.74M -56,241 -74%
APG Asset Management
370
APG Asset Management
Netherlands
$1.28M -$28.3M -463,411 -96%
MIM
371
MetLife Investment Management
New Jersey
$1.27M +$535K +8,036 +72%
EH
372
Equitable Holdings
New York
$1.27M -$1.42M -21,391 -53%
WCM
373
Woodson Capital Management
Connecticut
$1.26M -$4.66M -70,000 -79%
OC
374
Oppenheimer & Co
New York
$1.23M +$49.1K +737 +4%
CIBC Asset Management
375
CIBC Asset Management
Ontario, Canada
$1.22M +$799 +12 +0.1%
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