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 %
ETCM
426
Evolutionary Tree Capital Management
Virginia
$896K -$93.4K -1,360 -9%
SA
427
Strategic Advisors
New York
$889K -$275 -4 -0%
MFAM
428
Motley Fool Asset Management
Virginia
$875K -$16.7K -243 -2%
HWM
429
HB Wealth Management
Georgia
$870K -$2.27K -33 -0.3%
VCM
430
Vetamer Capital Management
California
$858K -$625K -9,111 -42%
VI
431
Vestcor Inc
New Brunswick, Canada
$858K -$4.46K -65 -0.5%
BJL
432
Brighton Jones LLC
Washington
$856K +$615K +8,951 +254%
IAN
433
Integrated Advisors Network
Texas
$853K +$20.3K +295 +2%
HSA
434
Hussman Strategic Advisors
Maryland
$851K -$213K -3,100 -20%
TMAM
435
Tokio Marine Asset Management
Japan
$850K +$120K +1,747 +16%
GC
436
Gould Capital
Washington
$849K +$410K +5,972 +93%
AWA
437
Arete Wealth Advisors
Illinois
$846K -$68.5K -998 -7%
RJT
438
Raymond James Trust
Florida
$833K +$190K +2,769 +30%
SP
439
SWS Partners
Ohio
$816K +$62.1K +905 +8%
SWP
440
Stratos Wealth Partners
Ohio
$815K -$191K -2,783 -19%
MGP
441
Metis Global Partners
California
$803K +$539K +7,849 +204%
GAA
442
Green Alpha Advisors
Colorado
$799K -$77.6K -1,131 -9%
OPS
443
Orion Portfolio Solutions
Nebraska
$798K +$434K +6,322 +119%
BCI
444
Brinker Capital Investments
Pennsylvania
$798K +$484K +7,045 +154%
Principal Financial Group
445
Principal Financial Group
Iowa
$790K -$128K -1,866 -14%
S
446
SignatureFD
Georgia
$776K +$63.9K +931 +9%
DWM
447
Dakota Wealth Management
Florida
$774K -$57.1K -832 -7%
TCM
448
Tybourne Capital Management
Hong Kong
$768K -$27.9M -406,010 -97%
DFC
449
DB Fitzpatrick & Co
Idaho
$765K +$338K +4,921 +79%
GCM
450
Greenland Capital Management
New York
$763K -$884K -12,884 -54%
16 17
18
19 20