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 %
YCM
551
Yousif Capital Management
Michigan
$274K +$11.5K +260 +4%
DAS
552
Dynamic Advisor Solutions
Arizona
$272K +$95K +2,146 +54%
CGH
553
Crossmark Global Holdings
Texas
$272K +$86K +1,871 +46%
HWAM
554
Hennion & Walsh Asset Management
New Jersey
$270K -$144K -3,260 -35%
NW
555
NewEdge Wealth
Pennsylvania
$267K +$267K +6,028 New
FBC
556
Fairfield, Bush & Co
Connecticut
$266K -$616K -13,925 -70%
SFG
557
Synergy Financial Group
California
$266K -$4.25K -96 -2%
CAM
558
Covenant Asset Management
New Jersey
$265K -$13.3K -300 -5%
SSB
559
Sandy Spring Bank
Maryland
$264K +$227K +5,140 +616%
LNC
560
Lincoln National Corp
Pennsylvania
$263K -$102K -2,310 -28%
NIP
561
Nicholas Investment Partners
California
$259K +$43.2K +975 +20%
AAM
562
Azzad Asset Management
Virginia
$258K +$33.4K +754 +15%
BCM
563
BTC Capital Management
Iowa
$258K -$12.7K -286 -5%
PPP
564
Private Portfolio Partners
New Jersey
$258K -$6.33K -143 -2%
CIAS
565
Capital Investment Advisory Services
North Carolina
$257K -$443 -10 -0.2%
CI
566
Cigna Investments
Connecticut
$255K – – –
CCB
567
Cutter & Co Brokerage
Missouri
$254K – – –
VCP
568
Verus Capital Partners
Arizona
$250K – – –
UB
569
UMB Bank
Missouri
$250K -$48K -1,085 -16%
CIM
570
CIM Investment Management
Pennsylvania
$249K -$5.4K -122 -2%
SFI
571
Siemens Fonds Invest
Germany
$249K -$111K -2,514 -31%
NYLIM
572
New York Life Investment Management
New York
$249K +$23.4K +528 +10%
GAA
573
Green Alpha Advisors
Colorado
$247K -$308K -6,963 -55%
CA
574
Carson Advisory
Georgia
$247K +$22.4K +507 +10%
S
575
SignatureFD
Georgia
$246K -$85.2K -1,924 -26%
21 22
23
24 25