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 %
SGI
526
Summit Global Investments
Utah
$322K +$322K +7,266 New
RLWM
527
RF&L Wealth Management
Massachusetts
$322K – – –
OTL
528
Oak Thistle LLC
New York
$321K +$321K +7,257 New
H
529
HoyleCohen
California
$321K -$19.9K -450 -6%
SIC
530
Salem Investment Counselors
North Carolina
$318K -$48K -1,085 -13%
Carson Wealth (CWM LLC)
531
Carson Wealth (CWM LLC)
Nebraska
$313K -$74.8K -1,690 -19%
CCMG
532
Clark Capital Management Group
Pennsylvania
$312K +$312K +7,049 New
BTWM
533
Baker Tilly Wealth Management
Wisconsin
$311K -$599K -13,523 -66%
CL
534
CSS LLC
Illinois
$310K +$310K +7,000 New
BHCM
535
Brevan Howard Capital Management
Jersey
$307K +$307K +6,928 New
BCV
536
Banque Cantonale Vaudoise
Switzerland
$305K +$73K +1,650 +31%
TCM
537
Tran Capital Management
California
$300K – – –
AWM
538
Avior Wealth Management
Nebraska
$298K – – –
WIM
539
WealthPlan Investment Management
Nebraska
$293K +$273K +6,160 +1,342%
SW
540
SVB Wealth
Massachusetts
$290K -$22.3K -503 -7%
BFS
541
Bradley Foster & Sargent
Connecticut
$288K – – –
AM
542
AGF Management
Ontario, Canada
$288K +$288K +6,508 New
PL
543
Parkwood LLC
Ohio
$286K -$101K -2,273 -26%
KCM
544
KRS Capital Management
Michigan
$283K -$142K -3,205 -33%
AIG
545
American International Group
New York
$282K -$18K -407 -6%
NP
546
Nilsine Partners
Colorado
$280K +$1.99K +45 +0.7%
LCM
547
Lazari Capital Management
California
$277K -$28.4K -642 -9%
PAS
548
Park Avenue Securities
New York
$277K -$646K -14,612 -70%
GWM
549
Geneos Wealth Management
Colorado
$276K +$1.33K +30 +0.5%
V
550
ViaWealth
Kansas
$274K -$60.9K -1,375 -18%
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