XYZ

Block, Inc.
XYZ

Overview Fund Activity

961 hedge funds and large institutions have $25.4B invested in Block, Inc. in 2023 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 291 increasing their positions, 383 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
-26
Holders Change %
-2.63%
% of All Funds
15.16%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
104
Increased
291
Reduced
383
Closed
123
Calls
$1.91B
Puts
$1.6B
Net Calls
+$315M
Net Calls Change
+$367M

Top Buyers

1
BlackRock
BlackRock
New York
+$317M
2
AM
Atreides Management
Massachusetts
+$179M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$171M
4
Holocene Advisors
Holocene Advisors
New York
+$123M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$115M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$746M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$630M
3
Capital International Investors
Capital International Investors
California
-$346M
4
Morgan Stanley
Morgan Stanley
New York
-$286M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
526
Lazari Capital Management
California
$460K +$460K +6,909 New
AWS
527
AJ Wealth Strategies
New York
$455K +$4.59K +69 +1%
HIM
528
Hillsdale Investment Management
Ontario, Canada
$453K +$453K +6,800 New
AIG
529
American International Group
New York
$452K +$452K +6,787 New
TCM
530
Tran Capital Management
California
$451K – – –
AWM
531
Avior Wealth Management
Nebraska
$449K +$26.2K +394 +6%
UB
532
UMB Bank
Missouri
$448K -$6.65M -99,946 -94%
Verition Fund Management
533
Verition Fund Management
Connecticut
$444K +$25K +376 +6%
NFC
534
Northeast Financial Consultants
Connecticut
$442K – – –
IA
535
IFP Advisors
Florida
$438K +$41.3K +617 +10%
CP
536
Cumberland Partners
Ontario, Canada
$433K +$433K +6,500 New
FTDI
537
First Trust Direct Indexing
Massachusetts
$429K -$183K -2,746 -30%
BAMF
538
BI Asset Management Fondsmaeglerselskab
Denmark
$419K -$2.1M -31,548 -83%
CAM
539
Covenant Asset Management
New Jersey
$418K -$117K -1,757 -22%
NP
540
Nilsine Partners
Colorado
$418K -$10.1K -152 -2%
MA
541
Mutual Advisors
Nebraska
$418K -$28.9K -434 -6%
GWM
542
Geneos Wealth Management
Colorado
$412K +$48.3K +725 +13%
CC
543
Corton Capital
Ontario, Canada
$409K +$214K +3,221 +110%
BCM
544
BTC Capital Management
Iowa
$407K +$14K +210 +4%
SFG
545
Synergy Financial Group
California
$406K +$1.66K +25 +0.4%
PAM
546
Panagora Asset Management
Massachusetts
$401K -$217K -3,253 -35%
SPA
547
Sherbrooke Park Advisers
New York
$401K -$118K -1,779 -23%
PPP
548
Private Portfolio Partners
New Jersey
$397K +$156K +2,350 +65%
YCM
549
Yousif Capital Management
Michigan
$394K -$6.32K -95 -2%
YDMI
550
Y.D. More Investments
Israel
$390K +$52.9K +795 +16%
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