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 %
SUT
401
SC US (TTGP)
California
$1.08M – – –
AI
402
AXS Investments
New York
$1.07M +$1.07M +15,541 New
Impax Asset Management Group
403
Impax Asset Management Group
United Kingdom
$1.05M +$116K +1,691 +12%
Bank Julius Baer & Co
404
Bank Julius Baer & Co
Switzerland
$1.04M -$1.03K -15 -0.1%
SCA
405
Snowden Capital Advisors
New York
$1.04M +$22.6K +329 +2%
RIA
406
Realta Investment Advisors
Delaware
$1.03M -$95.2K -1,387 -8%
BIM
407
Bridgecreek Investment Management
Oklahoma
$1.03M -$103K -1,500 -9%
LA
408
LBP AM
France
$1.02M +$223K +3,245 +28%
ACP
409
Aviance Capital Partners
Florida
$1.02M – – –
FA
410
FDx Advisors
Illinois
$1.01M – – –
IP
411
Ignite Planners
California
$1.01M -$34.8K -524 -3%
IWC
412
Integrated Wealth Concepts
Massachusetts
$1.01M +$465K +6,777 +86%
AWM
413
Avitas Wealth Management
California
$1.01M -$8.17K -119 -0.8%
ATPW
414
Ashton Thomas Private Wealth
Arizona
$1,000K -$132K -1,926 -12%
TAM
415
Titleist Asset Management
Texas
$999K +$999K +14,549 New
SS
416
Simplicity Solutions
Minnesota
$969K +$614K +8,948 +173%
FBC
417
Fairfield, Bush & Co
Connecticut
$943K +$502K +7,315 +114%
EIM
418
Essex Investment Management
Massachusetts
$940K +$940K +13,698 New
NFSG
419
Newbridge Financial Services Group
Florida
$933K -$200K -2,916 -18%
TC
420
TownSquare Capital
Utah
$930K +$59.2K +862 +7%
PI
421
PFG Investments
New York
$919K +$919K +13,382 New
RSC
422
Red Spruce Capital
Pennsylvania
$909K -$23.8K -347 -3%
BAAM
423
Baker Avenue Asset Management
California
$908K -$552K -8,045 -38%
HPG
424
Harvest Portfolios Group
Ontario, Canada
$903K -$52.4K -763 -5%
ASN
425
Advisory Services Network
Georgia
$901K -$104K -1,510 -10%
15 16
17
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