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 %
DC
476
Davenport & Co
Virginia
$649K +$12.4K +180 +2%
V
477
ViaWealth
Kansas
$646K -$51.5K -750 -7%
SAM
478
Sompo Asset Management
Japan
$645K -$478K -6,970 -43%
SC
479
Scotia Capital
Ontario, Canada
$645K -$52.6K -766 -8%
PIM
480
Profit Investment Management
Maryland
$641K +$172K +2,503 +37%
PAM
481
Panagora Asset Management
Massachusetts
$637K -$38.1K -555 -6%
Carson Wealth (CWM LLC)
482
Carson Wealth (CWM LLC)
Nebraska
$635K +$137 +2 +0%
KA
483
Kintegral Advisory
New York
$632K -$33.9K -494 -5%
FTDI
484
First Trust Direct Indexing
Massachusetts
$631K +$44.8K +652 +8%
WWM
485
Westwood Wealth Management
California
$627K -$128K -1,870 -17%
BL
486
Balentine LLC
Georgia
$624K +$44K +641 +8%
IGWM
487
ICA Group Wealth Management
Colorado
$620K +$59.4K +865 +11%
BPC
488
Banque Pictet & Cie
Switzerland
$619K – – –
WR
489
WD Rutherford
Oregon
$617K +$323K +4,705 +110%
FIA
490
Foundations Investment Advisors
Arizona
$615K +$19.9K +290 +3%
BCM
491
Bienville Capital Management
New York
$614K – – –
HWAM
492
Hennion & Walsh Asset Management
New Jersey
$614K -$124K -1,803 -17%
MS
493
Mizuho Securities
Japan
$614K -$1.79M -26,090 -74%
RIA
494
Regal Investment Advisors
Michigan
$612K -$84.6K -1,232 -12%
PFS
495
Prospera Financial Services
Texas
$610K +$36.9K +537 +6%
SAM
496
Shell Asset Management
Netherlands
$610K -$19K -277 -3%
KLC
497
Knowledge Leaders Capital
Colorado
$607K -$18.3K -266 -3%
FFN
498
Focus Financial Network
Minnesota
$606K -$86K -1,252 -12%
AWM
499
Axxcess Wealth Management
California
$604K +$82.6K +1,203 +16%
LNC
500
Lincoln National Corp
Pennsylvania
$602K +$6.73K +98 +1%
18 19
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