XYZ

Block, Inc.
XYZ

Overview Fund Activity

879 hedge funds and large institutions have $16.4B invested in Block, Inc. in 2023 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 289 increasing their positions, 326 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
-82
Holders Change %
-8.53%
% of All Funds
14.01%
Holding in Top 10
19
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-36.67%
% of All Funds
0.3%
New
92
Increased
289
Reduced
326
Closed
164
Calls
$1.4B
Puts
$1.16B
Net Calls
+$242M
Net Calls Change
-$73.1M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$545M
2
DIG
Dragoneer Investment Group
California
+$190M
3
LPC
Lone Pine Capital
Connecticut
+$172M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$147M
5
BlackRock
BlackRock
New York
+$141M

Top Sellers

1
Coatue Management
Coatue Management
New York
-$339M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$242M
3
Holocene Advisors
Holocene Advisors
New York
-$241M
4
Brown Advisory
Brown Advisory
Maryland
-$186M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
APG Asset Management
376
APG Asset Management
Netherlands
$874K -$57.5K -1,300 -6%
ACM
377
AlphaStar Capital Management
North Carolina
$863K +$863K +19,493 New
PA
378
Procyon Advisors
Connecticut
$848K +$361K +8,147 +74%
MIM
379
MetLife Investment Management
New Jersey
$848K +$664 +15 +0.1%
KPWS
380
Kestra Private Wealth Services
Texas
$847K +$149K +3,361 +21%
MUAMU
381
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$841K -$575K -13,000 -41%
SW
382
SteelPeak Wealth
California
$839K -$53.8K -1,215 -6%
AWM
383
Avitas Wealth Management
California
$838K +$191K +4,310 +29%
SAM
384
Sompo Asset Management
Japan
$833K +$162K +3,660 +24%
PP
385
Prudential plc
United Kingdom
$831K -$2.56M -57,842 -75%
OC
386
Oppenheimer & Co
New York
$830K +$9.34K +211 +1%
CIBC Asset Management
387
CIBC Asset Management
Ontario, Canada
$829K +$15.6K +353 +2%
BC
388
Bridgefront Capital
Texas
$826K +$826K +18,671 New
GC
389
Guggenheim Capital
Illinois
$818K +$818K +18,480 New
SPIA
390
Steward Partners Investment Advisory
New York
$810K -$258K -5,829 -24%
CA
391
Cetera Advisors
Colorado
$806K -$61.3K -1,386 -7%
AA
392
ALPS Advisors
Colorado
$802K +$48K +1,084 +6%
WS
393
Wedbush Securities
California
$798K -$106K -2,397 -12%
BONH
394
Bank of New Hampshire
New Hampshire
$795K +$34.4K +777 +5%
AAM
395
Ardevora Asset Management
United Kingdom
$784K -$21.7M -489,187 -97%
SIS
396
Strategic Investment Solutions
Illinois
$780K +$768K +12,400 +6,200%
BA
397
Bridgewater Associates
Connecticut
$776K -$1.68M -38,058 -68%
DFC
398
DB Fitzpatrick & Co
Idaho
$773K +$209K +4,728 +37%
FIA
399
Foundations Investment Advisors
Arizona
$771K +$115K +2,589 +17%
GC
400
Gould Capital
Washington
$767K +$208K +4,823 +37%
14 15
16
17 18