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 %
SGA
476
Seaport Global Advisors
Massachusetts
$410K +$198K +4,464 +93%
KA
477
Kintegral Advisory
New York
$407K -$221 -5 -0.1%
JPWM
478
Jamison Private Wealth Management
Georgia
$406K +$406K +9,182 New
SIA
479
SeaBridge Investment Advisors
New Jersey
$406K +$33.2K +751 +9%
CFB
480
Cullen/Frost Bankers
Texas
$404K -$8.1K -183 -2%
SSG
481
Summit Securities Group
New York
$399K +$164K +3,704 +70%
BPC
482
Banque Pictet & Cie
Switzerland
$399K – – –
DC
483
Davenport & Co
Virginia
$397K -$16.7K -377 -4%
FC
484
Forte Capital
New York
$397K -$3.09M -69,860 -89%
CWP
485
CFM Wealth Partners
Texas
$396K -$471K -10,638 -54%
MOS
486
MGO One Seven
Ohio
$394K -$3.72K -84 -0.9%
MMA
487
Miracle Mile Advisors
California
$393K -$28.3K -639 -7%
GC
488
Gilbert & Cook
Iowa
$392K +$392K +8,853 New
ATPW
489
Ashton Thomas Private Wealth
Arizona
$391K -$163K -3,681 -29%
PIM
490
Profit Investment Management
Maryland
$390K -$13.5K -306 -3%
SIM
491
Spark Investment Management
New York
$385K – – –
VCM
492
Vetamer Capital Management
California
$384K -$200K -4,520 -34%
Los Angeles Capital Management
493
Los Angeles Capital Management
California
$382K -$1.44M -32,546 -79%
XT
494
XTX Topco
Cayman Islands
$375K +$375K +8,474 New
WWM
495
Westwood Wealth Management
California
$375K -$23.5K -530 -6%
I
496
InceptionR
California
$372K +$227K +5,137 +157%
FAIM
497
Financial Advocates Investment Management
Washington
$370K +$40.3K +910 +12%
ICP
498
Interchange Capital Partners
Pennsylvania
$364K +$24.4K +551 +7%
OWA
499
Octavia Wealth Advisors
Ohio
$363K +$44.7K +1,011 +14%
API
500
Advisor Partners II
California
$361K +$14.4K +326 +4%
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