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 %
TM
426
Triatomic Management
California
$618K +$618K +13,900 New
BRWA
427
B. Riley Wealth Advisors
Florida
$612K -$67.3K -1,520 -10%
Impax Asset Management Group
428
Impax Asset Management Group
United Kingdom
$611K +$69.2K +1,564 +13%
RGI
429
River Global Investors
United Kingdom
$609K +$609K +13,751 New
AP
430
AtonRa Partners
Switzerland
$605K -$106K -2,391 -15%
IP
431
Ignite Planners
California
$605K -$28.1K -660 -4%
MGP
432
Metis Global Partners
California
$598K +$72.9K +1,648 +14%
SWP
433
Stratos Wealth Partners
Ohio
$597K +$1.9K +43 +0.3%
AWM
434
AE Wealth Management
Kansas
$571K -$132K -2,988 -19%
SCA
435
Snowden Capital Advisors
New York
$567K -$204K -4,618 -27%
PAM
436
Panagora Asset Management
Massachusetts
$554K +$288K +6,506 +108%
LC
437
Longitude (Cayman)
Cayman Islands
$553K -$376K -8,500 -40%
SA
438
Strategic Advisors
New York
$553K +$11.1K +250 +2%
HSA
439
Hussman Strategic Advisors
Maryland
$549K – – –
EF
440
Empowered Funds
Pennsylvania
$546K +$93.9K +2,121 +21%
AWA
441
Arete Wealth Advisors
Illinois
$544K +$115K +2,599 +27%
BJL
442
Brighton Jones LLC
Washington
$536K +$26.2K +591 +5%
FA
443
FDx Advisors
Illinois
$532K -$559K -12,623 -51%
GIA
444
Gateway Investment Advisers
Ohio
$526K -$4.86M -109,753 -90%
PTC
445
Petrus Trust Company
Texas
$525K +$525K +11,859 New
DADC
446
D.A. Davidson & Co
Montana
$525K -$431K -9,746 -45%
GCM
447
Graham Capital Management
Connecticut
$524K +$524K +11,850 New
SP
448
SWS Partners
Ohio
$524K +$3.54K +80 +0.7%
CC
449
Cipher Capital
New York
$517K +$517K +11,690 New
WAP
450
Wealthcare Advisory Partners
Pennsylvania
$516K +$23K +520 +5%
16 17
18
19 20