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 %
MIM
451
MetLife Investment Management
New Jersey
$763K +$1.58K +23 +0.2%
BBHC
452
Brown Brothers Harriman & Co
New York
$759K -$573K -8,351 -43%
MC
453
Moors & Cabot
Massachusetts
$755K -$101K -1,475 -12%
OSAM
454
O'Shaughnessy Asset Management
Connecticut
$748K +$109K +1,588 +17%
WAP
455
Wealthcare Advisory Partners
Pennsylvania
$748K +$45.9K +669 +7%
LTI
456
Laffer Tengler Investments
Tennessee
$732K +$31.4K +457 +4%
NYLIM
457
New York Life Investment Management
New York
$728K -$2.27K -33 -0.3%
SWM
458
SeaCrest Wealth Management
New York
$723K -$4.19K -61 -0.6%
BPA
459
Beacon Pointe Advisors
California
$715K +$2.33K +34 +0.3%
RG
460
Rathbones Group
United Kingdom
$715K -$117K -1,710 -14%
CFG
461
Citizens Financial Group
Rhode Island
$699K -$150K -2,185 -18%
BFG
462
Bleakley Financial Group
New Jersey
$697K +$37.1K +541 +6%
TPCW
463
TD Private Client Wealth
New York
$694K +$96.1K +1,400 +16%
FF
464
Friedenthal Financial
New Jersey
$692K +$692K +10,080 New
SWA
465
SOA Wealth Advisors
New York
$691K -$39.2K -571 -5%
SW
466
SVB Wealth
Massachusetts
$689K +$94.6K +1,378 +16%
KCM
467
KRS Capital Management
Michigan
$687K -$106K -1,545 -13%
TMC
468
Trellus Management Company
Florida
$687K +$343K +5,000 +100%
WKSWA
469
White Knight Strategic Wealth Advisors
New Jersey
$660K +$22.6K +330 +4%
SG
470
StoneX Group
New York
$660K +$660K +9,608 New
FRM
471
Fox Run Management
Connecticut
$659K +$659K +9,606 New
Axa
472
Axa
France
$658K -$4.34M -63,222 -87%
LNWWM
473
Laird Norton Wetherby Wealth Management
California
$657K +$145K +2,113 +28%
BCV
474
Banque Cantonale Vaudoise
Switzerland
$654K -$14.1K -205 -2%
MMA
475
Miracle Mile Advisors
California
$654K +$7.35K +107 +1%
17 18
19
20 21