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 %
TFS
576
Thoroughbred Financial Services
Tennessee
$346K -$199 -3 -0.1%
FCH
577
Freestone Capital Holdings
Washington
$345K -$3.06K -46 -0.9%
NYLIM
578
New York Life Investment Management
New York
$339K -$367K -5,508 -52%
SMH
579
Sanders Morris Harris
Texas
$339K +$339K +5,120 New
AAM
580
Azzad Asset Management
Virginia
$338K -$23.2K -348 -6%
CA
581
Carson Advisory
Georgia
$338K -$7.46K -112 -2%
ACS
582
Archford Capital Strategies
Illinois
$335K -$9.87K -128 -3%
AAIM
583
American Assets Investment Management
California
$333K – – –
FMLI
584
Fukoku Mutual Life Insurance
Japan
$331K -$43K -646 -11%
BCM
585
Brookstone Capital Management
Illinois
$330K +$71.2K +1,058 +28%
AC
586
Addison Capital
Pennsylvania
$329K – – –
EPA
587
Element Pointe Advisors
Florida
$329K – – –
DILIC
588
Dai-ichi Life Insurance Company
Japan
$326K – – –
PGWM
589
Pitti Group Wealth Management
New York
$326K +$26.1K +392 +9%
SB
590
Strategic Blueprint
Georgia
$325K -$11.5K -172 -3%
NIP
591
Nicholas Investment Partners
California
$324K – – –
RSWM
592
Robertson Stephens Wealth Management
California
$321K +$9.12K +137 +3%
SGA
593
Seaport Global Advisors
Massachusetts
$319K +$218K +3,276 +216%
CGH
594
Crossmark Global Holdings
Texas
$316K +$39.6K +507 +14%
V
595
Veritable
Delaware
$315K -$44.6K -670 -12%
JF
596
Jump Financial
Illinois
$315K +$315K +4,731 New
AC
597
Avestar Capital
New York
$314K -$84.1K -1,264 -21%
PIA
598
Perennial Investment Advisors
California
$313K -$11.3K -170 -3%
LCM
599
Lattice Capital Management
Washington
$313K – – –
UCFA
600
United Capital Financial Advisors
Texas
$311K -$94.8K -1,424 -23%
22 23
24
25 26