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 %
MA
626
MCF Advisors
Kentucky
$270K – – –
SWA
627
SOA Wealth Advisors
New York
$269K -$401K -6,018 -60%
MPW
628
Monterey Private Wealth
California
$269K -$5.19K -78 -2%
KA
629
Kovack Advisors
Florida
$268K -$279K -4,195 -51%
MYLI
630
Meiji Yasuda Life Insurance
Japan
$268K – – –
DAS
631
Dynamic Advisor Solutions
Arizona
$266K +$26.4K +396 +11%
LA
632
LBP AM
France
$266K -$722K -10,845 -73%
GDP
633
Great Diamond Partners
Maine
$265K +$35.3K +531 +15%
FFM
634
Forum Financial Management
Illinois
$265K +$3.13K +47 +1%
IEFM
635
IQ EQ Fund Management
Ireland
$265K +$33.6K +505 +15%
ECG
636
EPIQ Capital Group
California
$262K +$262K +3,941 New
SA
637
Sicart Associates
New York
$262K – – –
TWP
638
Tempus Wealth Planning
California
$261K +$31K +466 +14%
VFA
639
Valeo Financial Advisors
Indiana
$258K -$142K -2,128 -35%
HIA
640
Harbor Investment Advisory
Maryland
$257K -$69.9K -1,050 -21%
FHA
641
First Horizon Advisors
Tennessee
$255K +$29.8K +448 +13%
GSEP
642
Golden State Equity Partners
California
$254K +$254K +3,815 New
UM
643
UniSuper Management
Australia
$253K +$253K +3,800 New
IAIM
644
International Assets Investment Management
Florida
$251K -$67.8K -1,018 -21%
EWM
645
Empirical Wealth Management
Washington
$250K -$17.7K -266 -7%
KLCM
646
KG&L Capital Management
Louisiana
$249K +$22.2K +333 +10%
PCS
647
Personal CFO Solutions
New Jersey
$246K +$4.26K +64 +2%
MFG
648
Merit Financial Group
Georgia
$245K +$245K +3,680 New
LC
649
Lindbrook Capital
California
$245K -$50K -751 -17%
CCM
650
Conway Capital Management
California
$243K -$33.3K -500 -12%
24 25
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