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 %
MS
501
Mizuho Securities
Japan
$361K -$409K -9,230 -53%
CP
502
CenterBook Partners
Connecticut
$359K +$359K +8,104 New
AIA
503
Angeles Investment Advisors
California
$354K +$354K +7,998 New
WKSWA
504
White Knight Strategic Wealth Advisors
New Jersey
$353K -$59.3K -1,340 -14%
RIA
505
Regal Investment Advisors
Michigan
$352K -$62.3K -1,408 -15%
JRP
506
Jasper Ridge Partners
California
$351K – – –
PWM
507
Perigon Wealth Management
California
$349K -$14.6K -330 -4%
FMAEN1
508
Fund Management at Engine No 1
California
$348K +$33.9K +765 +11%
O
509
Ossiam
France
$347K +$18.8K +424 +6%
PP
510
Paloma Partners
Connecticut
$344K +$227K +5,119 +193%
SS
511
Sunbelt Securities
Texas
$338K +$28.9K +652 +9%
GLA
512
Good Life Advisors
Pennsylvania
$335K +$90.6K +2,046 +37%
PFS
513
Prospera Financial Services
Texas
$335K -$58.5K -1,321 -15%
OSAM
514
O'Shaughnessy Asset Management
Connecticut
$334K -$22.9K -517 -6%
IWM
515
IHT Wealth Management
Illinois
$334K +$12.3K +279 +4%
KCFA
516
Key Client Fiduciary Advisors
New Jersey
$333K -$18.5K -418 -5%
MYAM
517
Meiji Yasuda Asset Management
Japan
$332K +$17.7K +400 +6%
SC
518
Scotia Capital
Ontario, Canada
$331K +$1.51K +34 +0.5%
BPA
519
Beacon Pointe Advisors
California
$329K -$9.87K -223 -3%
MA
520
Mutual Advisors
Nebraska
$327K +$49.1K +1,109 +18%
TWC
521
TD Waterhouse Canada
Ontario, Canada
$325K -$51.2K -1,142 -14%
AWM
522
Apollon Wealth Management
South Carolina
$324K +$4.12K +93 +1%
IAA
523
Independent Advisor Alliance
North Carolina
$324K -$30.4K -687 -9%
MC
524
Moors & Cabot
Massachusetts
$324K -$23.8K -538 -7%
WSFS
525
Wilmington Savings Fund Society
Delaware
$323K -$2.08K -47 -0.6%
19 20
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