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 %
HWM
451
HB Wealth Management
Georgia
$509K -$60.5K -1,366 -11%
PI
452
PFG Investments
New York
$509K -$28.2K -637 -5%
VI
453
Vestcor Inc
New Brunswick, Canada
$500K -$53K -1,198 -10%
Bank Julius Baer & Co
454
Bank Julius Baer & Co
Switzerland
$500K -$24.9K -562 -5%
IAN
455
Integrated Advisors Network
Texas
$493K +$75.1K +1,697 +18%
CM
456
Caption Management
Oklahoma
$487K +$487K +11,000 New
BAM
457
Blueshift Asset Management
New Jersey
$481K -$34.1K -770 -7%
ACP
458
Aviance Capital Partners
Florida
$478K -$5.53K -125 -1%
AWM
459
Axxcess Wealth Management
California
$477K +$17.1K +387 +4%
SWM
460
SeaCrest Wealth Management
New York
$475K +$7.21K +163 +2%
CGIM
461
Capital Group Investment Management
Singapore
$475K – – –
BBHC
462
Brown Brothers Harriman & Co
New York
$463K +$1.99K +45 +0.4%
CIBC Private Wealth Group
463
CIBC Private Wealth Group
Georgia
$462K +$262K +5,912 +131%
PCIA
464
Prime Capital Investment Advisors
Kansas
$461K -$1.79M -40,389 -80%
BFG
465
Berger Financial Group
Minnesota
$461K -$163K -3,680 -26%
Fifth Third Bancorp
466
Fifth Third Bancorp
Ohio
$458K -$857K -19,357 -65%
BIM
467
Bridgecreek Investment Management
Oklahoma
$443K -$221K -5,000 -33%
TMC
468
Trellus Management Company
Florida
$443K – – –
1IA
469
1620 Investment Advisors
Massachusetts
$440K +$440K +10,221 New
SWA
470
Stratos Wealth Advisors
Ohio
$434K +$434K +9,797 New
NFSG
471
Newbridge Financial Services Group
Florida
$431K -$161K -3,639 -27%
CB
472
Commerce Bank
Missouri
$427K -$21.9K -494 -5%
Axa
473
Axa
France
$426K +$3.1K +70 +0.7%
RJT
474
Raymond James Trust
Florida
$424K -$124K -2,801 -23%
Bank of Nova Scotia
475
Bank of Nova Scotia
Ontario, Canada
$419K -$1.24M -28,024 -75%
17 18
19
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