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 %
SFG
551
Synergy Financial Group
California
$417K -$86.2K -1,256 -17%
WIM
552
WealthPlan Investment Management
Nebraska
$414K -$78.5K -1,143 -16%
YCM
553
Yousif Capital Management
Michigan
$413K +$11.3K +165 +3%
WT
554
Whittier Trust
California
$412K -$2.37M -34,457 -85%
WWM
555
Western Wealth Management
Colorado
$412K -$1.51K -22 -0.4%
VFA
556
Valeo Financial Advisors
Indiana
$412K +$39.5K +576 +11%
GLA
557
Good Life Advisors
Pennsylvania
$411K +$411K +5,985 New
AC
558
Avestar Capital
New York
$410K -$5.63K -82 -1%
CIAS
559
Capital Investment Advisory Services
North Carolina
$409K -$28.4K -413 -6%
BCM
560
BTC Capital Management
Iowa
$406K +$55K +801 +16%
VCP
561
Verus Capital Partners
Arizona
$399K +$37K +539 +10%
CI
562
Cigna Investments
Connecticut
$396K -$5.77K -84 -1%
RCM
563
RB Capital Management
Nevada
$395K -$44K -641 -10%
CIM
564
CIM Investment Management
Pennsylvania
$394K +$17.5K +255 +5%
CCB
565
Cutter & Co Brokerage
Missouri
$393K – – –
QCM
566
Quantinno Capital Management
New York
$391K +$35.4K +516 +10%
BCA
567
Bray Capital Advisors
Florida
$388K – – –
FMLI
568
Fukoku Mutual Life Insurance
Japan
$386K – – –
AQR Capital Management
569
AQR Capital Management
Connecticut
$386K -$1.33M -19,436 -78%
EGM
570
Engineers Gate Manager
New York
$386K +$386K +5,616 New
CPIG
571
Chicago Partners Investment Group
Illinois
$379K +$379K +5,877 New
CCA
572
Cravens & Co Advisors
Tennessee
$378K +$6.18K +90 +2%
WA
573
WP Advisors
California
$377K -$6.87K -100 -2%
ACA
574
Atlas Capital Advisors
Wyoming
$377K – – –
RDWM
575
Red Door Wealth Management
Tennessee
$376K +$5.49K +80 +1%
21 22
23
24 25