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 %
CC
501
Centiva Capital
New York
$601K -$870K -12,676 -59%
IAS
502
Insigneo Advisory Services
Florida
$598K +$46.3K +674 +8%
GCP
503
GSA Capital Partners
United Kingdom
$598K +$598K +8,714 New
SIM
504
Spark Investment Management
New York
$597K -$2.51M -36,600 -81%
CBT
505
Central Bank & Trust
Kentucky
$587K -$2.95K -43 -0.5%
EWA
506
EP Wealth Advisors
California
$585K +$451K +13,557 +335%
EF
507
Empowered Funds
Pennsylvania
$567K +$567K +8,265 New
KWM
508
Kingsview Wealth Management
Oregon
$567K +$102K +1,481 +22%
PWM
509
Perigon Wealth Management
California
$566K -$589K -8,582 -51%
MAS
510
Meeder Advisory Services
Ohio
$566K +$271K +3,943 +92%
KA
511
Kovack Advisors
Florida
$565K +$51.2K +746 +10%
SFI
512
Siemens Fonds Invest
Germany
$559K -$9.68K -141 -2%
H
513
HoyleCohen
California
$559K -$20.6K -300 -4%
Lido Advisors
514
Lido Advisors
California
$556K +$556K +8,100 New
AO
515
Advisor OS
Illinois
$554K +$58.3K +849 +12%
CAM
516
Covenant Asset Management
New Jersey
$552K +$179K +2,614 +48%
SIA
517
SeaBridge Investment Advisors
New Jersey
$544K -$42.5K -619 -7%
JRP
518
Jasper Ridge Partners
California
$544K – – –
OIA
519
OneDigital Investment Advisors
Kansas
$544K +$233K +3,396 +75%
KCFA
520
Key Client Fiduciary Advisors
New Jersey
$543K -$5.49K -80 -1%
AWM
521
Apollon Wealth Management
South Carolina
$542K +$69.9K +1,018 +15%
SPA
522
Sherbrooke Park Advisers
New York
$535K -$158K -2,300 -23%
FAIM
523
Financial Advocates Investment Management
Washington
$524K -$40.5K -590 -7%
IWM
524
IHT Wealth Management
Illinois
$514K +$35.4K +515 +7%
IAA
525
Independent Advisor Alliance
North Carolina
$513K +$513K +7,478 New
19 20
21
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