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 %
EPA
601
Element Pointe Advisors
Florida
$339K -$13.7K -200 -4%
HIA
602
Harbor Investment Advisory
Maryland
$337K -$21K -306 -6%
DILIC
603
Dai-ichi Life Insurance Company
Japan
$336K -$961K -14,000 -74%
EP
604
Edgestream Partners
New Jersey
$335K +$335K +4,882 New
PIA
605
Perennial Investment Advisors
California
$335K -$11K -160 -3%
NIP
606
Nicholas Investment Partners
California
$335K -$162K -2,358 -33%
TCA
607
Transcend Capital Advisors
New Jersey
$335K -$7.07K -103 -2%
CB
608
CNB Bank
Pennsylvania
$331K +$11.3K +164 +4%
HH
609
Hilltop Holdings
Texas
$329K -$89.7K -1,306 -21%
IAIM
610
International Assets Investment Management
Florida
$328K -$184K -2,680 -36%
FPAS
611
Focus Partners Advisor Solutions
Missouri
$327K +$2.95K +43 +0.9%
JIP
612
Jaffetilchin Investment Partners
Florida
$326K +$326K +4,754 New
LCM
613
Lattice Capital Management
Washington
$323K – – –
OPL
614
Orland Properties Ltd
British Virgin Islands
$322K – – –
RSWM
615
Robertson Stephens Wealth Management
California
$321K +$8.99K +131 +3%
CW
616
CreativeOne Wealth
Kansas
$320K +$83.2K +1,210 +35%
BFS
617
Bradley Foster & Sargent
Connecticut
$311K – – –
KMWM
618
Keudell/Morrison Wealth Management
Oregon
$311K – – –
Empower Advisory Group
619
Empower Advisory Group
Colorado
$310K +$310K +4,577 New
SC
620
Savant Capital
Illinois
$309K +$309K +4,507 New
PGWM
621
Pitti Group Wealth Management
New York
$309K +$206 +3 +0.1%
MC
622
Machina Capital
France
$309K +$309K +4,500 New
XT
623
XTX Topco
Cayman Islands
$308K +$308K +4,482 New
AC
624
ASB Consultores
Florida
$306K +$79.3K +1,155 +35%
SG
625
Stonnington Group
California
$305K +$305K +4,730 New
23 24
25
26 27