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 %
Lido Advisors
601
Lido Advisors
California
$218K +$29.4K +664 +16%
LA
602
LBP AM
France
$218K +$41.3K +933 +23%
AC
603
Addison Capital
Pennsylvania
$218K – – –
DILIC
604
Dai-ichi Life Insurance Company
Japan
$217K – – –
CMF
605
Counterpoint Mutual Funds
California
$217K +$217K +4,900 New
BFG
606
Bleakley Financial Group
New Jersey
$216K -$143K -3,226 -40%
SS
607
Simplicity Solutions
Minnesota
$216K -$143K -3,222 -40%
MAS
608
Meeder Advisory Services
Ohio
$216K -$138K -3,119 -39%
ECM
609
EMC Capital Management
Texas
$214K -$380K -8,709 -64%
FMLI
610
Fukoku Mutual Life Insurance
Japan
$212K -$8.41K -190 -4%
LCM
611
Landscape Capital Management
New Jersey
$212K -$213K -4,811 -50%
FPAS
612
Focus Partners Advisor Solutions
Missouri
$210K -$30.7K -693 -13%
NFC
613
Northeast Financial Consultants
Connecticut
$209K -$84.8K -1,915 -29%
KWM
614
Kingsview Wealth Management
Oregon
$206K +$2.57K +58 +1%
CA
615
Clearstead Advisors
Ohio
$205K +$103K +2,322 +101%
IA
616
IFP Advisors
Florida
$205K -$84.6K -1,912 -29%
FFM
617
Forum Financial Management
Illinois
$204K +$27.4K +618 +16%
OIA
618
OneDigital Investment Advisors
Kansas
$204K +$2.74K +62 +1%
SC
619
Savant Capital
Illinois
$202K +$14.1K +318 +7%
VCM
620
Virtue Capital Management
Tennessee
$201K – – –
MA
621
MCF Advisors
Kentucky
$180K – – –
HIA
622
Harbor Investment Advisory
Maryland
$171K – – –
UM
623
UniSuper Management
Australia
$168K – – –
Boston Partners
624
Boston Partners
Massachusetts
$165K +$165K +16,679 New
DZ Bank
625
DZ Bank
Germany
$156K +$27.5K +618 +21%
23 24
25
26 27