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 %
LTAS
526
Linden Thomas Advisory Services
North Carolina
$506K +$27.1K +395 +6%
WSFS
527
Wilmington Savings Fund Society
Delaware
$505K +$824 +12 +0.2%
EI
528
Ellevest Inc
New York
$500K +$64.4K +938 +15%
RLWM
529
RF&L Wealth Management
Massachusetts
$499K – – –
NA
530
NewEdge Advisors
Louisiana
$492K +$57K +831 +13%
PP
531
Paloma Partners
Connecticut
$491K -$3.36M -48,930 -87%
MYAM
532
Meiji Yasuda Asset Management
Japan
$488K +$11K +160 +2%
SFA
533
Sequoia Financial Advisors
Ohio
$479K +$48.5K +707 +11%
OWA
534
Octavia Wealth Advisors
Ohio
$475K +$15.2K +221 +3%
DS
535
DRW Securities
Illinois
$468K -$161K -2,342 -26%
TCM
536
Tran Capital Management
California
$465K – – –
AWS
537
AJ Wealth Strategies
New York
$465K -$137K -2,000 -23%
MA
538
Mutual Advisors
Nebraska
$460K -$20.9K -305 -4%
AWE
539
Avidian Wealth Enterprises
Texas
$458K +$458K +6,675 New
KeyBank National Association
540
KeyBank National Association
Ohio
$458K +$46.5K +677 +11%
NFC
541
Northeast Financial Consultants
Connecticut
$456K – – –
SS
542
Sunbelt Securities
Texas
$454K – – –
FMAEN1
543
Fund Management at Engine No 1
California
$447K +$41.1K +598 +10%
VHAM
544
Van Hulzen Asset Management
California
$446K +$195K +2,840 +78%
NP
545
Nilsine Partners
Colorado
$441K +$441K +6,431 New
CG
546
Caprock Group
Idaho
$436K +$178K +2,600 +69%
AWM
547
Avior Wealth Management
Nebraska
$436K +$32.7K +477 +8%
PA
548
Parallel Advisors
California
$434K -$24K -350 -5%
Verition Fund Management
549
Verition Fund Management
Connecticut
$432K -$327K -4,760 -43%
UCFA
550
United Capital Financial Advisors
Texas
$418K -$272K -3,956 -39%
20 21
22
23 24