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 %
YDMI
576
Y.D. More Investments
Israel
$246K -$54.2K -1,058 -18%
ACA
577
Atlas Capital Advisors
Wyoming
$243K – – –
CWP
578
Cyndeo Wealth Partners
Florida
$241K +$7.39K +167 +3%
LNWWM
579
Laird Norton Wetherby Wealth Management
California
$240K -$90.8K -2,052 -27%
XS
580
XR Securities
Illinois
$239K +$239K +5,409 New
RDWM
581
Red Door Wealth Management
Tennessee
$239K – – –
KMWM
582
Keudell/Morrison Wealth Management
Oregon
$238K – – –
CCA
583
Column Capital Advisors
Indiana
$237K – – –
BCI
584
Brinker Capital Investments
Pennsylvania
$236K -$189K -4,264 -44%
OPS
585
Orion Portfolio Solutions
Nebraska
$236K -$189K -4,264 -44%
CCA
586
Cravens & Co Advisors
Tennessee
$235K -$8.99K -203 -4%
PGWM
587
Pitti Group Wealth Management
New York
$233K +$16.7K +377 +8%
MWA
588
Moser Wealth Advisors
Washington
$233K +$26.7K +603 +13%
SFP
589
Sweet Financial Partners
Minnesota
$231K +$231K +5,226 New
HIM
590
Hillsdale Investment Management
Ontario, Canada
$230K -$70.8K -1,600 -24%
WA
591
WP Advisors
California
$229K -$6.29K -142 -3%
PA
592
Parallel Advisors
California
$228K -$28.5K -643 -11%
EPA
593
Element Pointe Advisors
Florida
$225K +$6.77K +153 +3%
WP
594
Woodline Partners
California
$225K +$42.2K +953 +23%
WB
595
WesBanco Bank
West Virginia
$225K +$225K +5,087 New
FCH
596
Freestone Capital Holdings
Washington
$223K -$5.89K -133 -3%
SMH
597
Sanders Morris Harris
Texas
$223K – – –
CPIG
598
Chicago Partners Investment Group
Illinois
$223K -$6.1K -139 -3%
AAIM
599
American Assets Investment Management
California
$221K – – –
WWM
600
Western Wealth Management
Colorado
$220K -$27K -611 -11%
22 23
24
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