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 %
LC
626
Lindbrook Capital
California
$304K -$22.7K -331 -7%
ACS
627
Archford Capital Strategies
Illinois
$303K +$23.2K +343 +8%
RA
628
RFG Advisory
Alabama
$302K +$44.5K +648 +17%
GSC
629
Ground Swell Capital
South Carolina
$301K +$301K +4,384 New
BIAS
630
Beacon Investment Advisory Services
New Jersey
$299K -$10.3K -150 -3%
HLA
631
Hamilton Lane Advisors
Pennsylvania
$296K -$889K -12,951 -75%
SFS
632
Sowell Financial Services
Arkansas
$295K +$295K +4,302 New
OAM
633
Ostrum Asset Management
France
$294K +$294K +4,279 New
PWPS
634
Pinnacle Wealth Planning Services
Ohio
$293K +$40.8K +594 +16%
CCM
635
Conway Capital Management
California
$285K – – –
MPW
636
Monterey Private Wealth
California
$283K +$5.36K +78 +2%
CWP
637
Cyndeo Wealth Partners
Florida
$283K +$52.5K +765 +23%
AG
638
AIA Group
Hong Kong
$282K +$89.6K +1,305 +47%
MFG
639
Magnus Financial Group
New York
$280K +$892 +13 +0.3%
API
640
Advisor Partners II
California
$280K +$14.2K +207 +5%
AIM
641
Ausbil Investment Management
Australia
$280K +$280K +4,084 New
MA
642
MCF Advisors
Kentucky
$279K – – –
MYLI
643
Meiji Yasuda Life Insurance
Japan
$277K – – –
EWM
644
Empirical Wealth Management
Washington
$276K +$33.6K +490 +14%
MS
645
Maven Securities
Jersey
$275K -$350K -5,101 -56%
WQ
646
Wealth Quarterback
New Jersey
$275K +$56.8K +827 +26%
FFM
647
Forum Financial Management
Illinois
$270K -$5.42K -79 -2%
SA
648
Sicart Associates
New York
$270K +$270K +3,930 New
MGIA
649
Moneta Group Investment Advisors
Missouri
$266K +$266K +3,872 New
MCM
650
MAI Capital Management
Ohio
$265K +$265K +3,859 New
24 25
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