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 %
GL
376
GHE LLC
Tennessee
$1.33M +$55.7K +812 +4%
SPC
377
Sigma Planning Corp
Michigan
$1.33M -$83.7K -1,219 -6%
CA
378
Cetera Advisors
Colorado
$1.33M +$23.2K +338 +2%
LGF
379
LGT Group Foundation
Liechtenstein
$1.32M -$898K -13,086 -40%
BCM
380
Bayesian Capital Management
New York
$1.31M +$1.31M +19,061 New
X
381
Xponance
Pennsylvania
$1.3M +$7.35K +107 +0.6%
CIBC Asset Management
382
CIBC Asset Management
Ontario, Canada
$1.26M +$14.6K +213 +1%
CB
383
Commerce Bank
Missouri
$1.25M +$131K +1,903 +12%
BTWM
384
Baker Tilly Wealth Management
Wisconsin
$1.25M +$134K +1,951 +12%
HI
385
Harbour Investments
Wisconsin
$1.24M -$38.7K -564 -3%
BONH
386
Bank of New Hampshire
New Hampshire
$1.23M +$1.23M +17,863 New
OC
387
Oppenheimer & Co
New York
$1.22M -$495K -7,216 -29%
Mercer Global Advisors
388
Mercer Global Advisors
Colorado
$1.21M +$25.1K +365 +2%
GPA
389
Garrison Point Advisors
California
$1.21M -$3.43K -50 -0.3%
BFG
390
Berger Financial Group
Minnesota
$1.16M -$348K -5,063 -23%
PCM
391
Penserra Capital Management
California
$1.14M -$329K -4,797 -22%
PAS
392
Park Avenue Securities
New York
$1.14M +$104K +1,518 +10%
BIP
393
Bouvel Investment Partners
Pennsylvania
$1.13M +$41K +597 +4%
SIC
394
Salem Investment Counselors
North Carolina
$1.12M +$2.06K +30 +0.2%
KPWS
395
Kestra Private Wealth Services
Texas
$1.12M -$8.86K -129 -0.8%
FHA
396
Flagship Harbor Advisors
Massachusetts
$1.12M +$56K +815 +5%
BRWA
397
B. Riley Wealth Advisors
Florida
$1.11M -$106K -1,545 -9%
ACM
398
Alamar Capital Management
California
$1.09M +$3.71K +54 +0.3%
AA
399
ALPS Advisors
Colorado
$1.09M -$144K -2,103 -12%
TWC
400
TD Waterhouse Canada
Ontario, Canada
$1.08M -$297K -3,823 -22%
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