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XYZ

Block Inc
XYZ

994 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, 337 increasing their positions, 359 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 116

9% more capital invested

Capital invested by funds: $25B → $27.2B (+$2.19B)

1.56% more ownership

Funds ownership: 71.73% → 73.3% (+1.6%)

1% less funds holding

Funds holding: 1,004 → 994 (-10)

2% less call options, than puts

Call options by funds: $2.74B | Put options by funds: $2.79B

6% less repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 359

9% less funds holding in top 10

Funds holding in top 10: 34 → 31 (-3)

Holders
994
Holders Change
-10
Holders Change %
-1%
% of All Funds
15.84%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.49%
New
129
Increased
337
Reduced
359
Closed
116
Calls
$2.74B
Puts
$2.79B
Net Calls
-$50.1M
Net Calls Change
+$60.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.03B
2
JP Morgan Chase
JP Morgan Chase
New York
+$407M
3
Coatue Management
Coatue Management
New York
+$338M
4
DIG
Dragoneer Investment Group
California
+$233M
5
Capital World Investors
Capital World Investors
California
+$145M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$252M
2
BCM
Bares Capital Management
Texas
-$190M
3
AM
Atreides Management
Massachusetts
-$189M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$159M
5
Goldman Sachs
Goldman Sachs
New York
-$133M
Name Holding Trade Value Shares
Change 		Change in
Stake
DIG
26
Dragoneer Investment Group
California
$214M +$233M +3,113,035 New
Northern Trust
27
Northern Trust
Illinois
$211M -$6.16M -82,243 -3%
FCM
28
Farallon Capital Management
California
$196M -$26.7M -356,950 -11%
BNP Paribas Financial Markets
29
BNP Paribas Financial Markets
France
$196M -$32.6M -435,711 -13%
Legal & General Group
30
Legal & General Group
United Kingdom
$187M +$6.31M +84,265 +3%
Viking Global Investors
31
Viking Global Investors
Connecticut
$162M -$159M -2,129,631 -47%
BNP Paribas Asset Management
32
BNP Paribas Asset Management
France
$156M +$2.72M +36,358 +2%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$154M -$7.62M -101,846 -4%
Swiss National Bank
34
Swiss National Bank
Switzerland
$146M -$1.45M -19,400 -0.9%
Goldman Sachs
35
Goldman Sachs
New York
$140M -$133M -1,771,571 -47%
American Century Companies
36
American Century Companies
Missouri
$135M -$11.5M -154,275 -7%
ESCM
37
Echo Street Capital Management
New York
$132M -$31.9M -426,066 -18%
UBS AM
38
UBS AM
Illinois
$132M -$23M -307,194 -14%
SVCF
39
Silicon Valley Community Foundation
California
$129M – – –
Charles Schwab
40
Charles Schwab
California
$128M +$3.53M +47,147 +3%
Holocene Advisors
41
Holocene Advisors
New York
$122M +$20.6M +275,158 +18%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$119M +$17.2M +230,113 +15%
GCM
43
Gladstone Capital Management
United Kingdom
$114M -$21.9M -291,995 -15%
HAM
44
Hyperion Asset Management
Australia
$113M -$18.6M -248,574 -13%
Tiger Global Management
45
Tiger Global Management
New York
$113M -$17.6M -234,482 -12%
N
46
Nuveen
North Carolina
$102M -$274K -3,662 -0.2%
Robeco Institutional Asset Management
47
Robeco Institutional Asset Management
Netherlands
$102M -$30.1M -402,542 -21%
Franklin Resources
48
Franklin Resources
California
$99.8M +$11.6M +154,377 +12%
Jane Street
49
Jane Street
New York
$92.3M +$16.5M +220,201 +20%
National Pension Service
50
National Pension Service
South Korea
$79.3M +$19.4M +259,265 +29%
1
2
3 4 5

XYZ Hedge Fund Activity: Q1 2023 in Review

994 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q1 2023, worth a combined $27.2B — up 8.7% from $25B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new XYZ positions and 116 closed out — a net gain of 13 holders — while 337 added to existing stakes and 359 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.03B. The largest seller was T. Rowe Price Associates, cutting an estimated $252M.

  • 994 institutional investors held Block Inc (XYZ) as of Q1 2023, down from 1,004 in Q4 2022.
  • Funds reported $27.2B of Block Inc stock for Q1 2023, up 8.7% quarter-over-quarter.
  • 129 funds opened new Block Inc positions in Q1 2023 and 116 closed out, a net change of +13 holders.
  • The largest Block Inc buyer in Q1 2023 was Fidelity Investments, an estimated $1.03B added.
  • The largest Block Inc seller in Q1 2023 was T. Rowe Price Associates, an estimated $252M sold.

Based on aggregated 13F filings for Q1 2023.