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 %
VWM
626
Venturi Wealth Management
Texas
$149K -$133 -3 -0.1%
WT
627
Whittier Trust
California
$144K -$14.8K -334 -9%
HGERS
628
Householder Group Estate & Retirement Specialist
Arizona
$143K +$143K +3,234 New
EDRH
629
Edmond de Rothschild Holding
Switzerland
$135K +$19.5K +440 +17%
BC
630
Bartlett & Co
Ohio
$134K -$22.1K -500 -14%
BCWM
631
Bartlett & Co Wealth Management
Ohio
$134K -$22.1K -500 -14%
AF
632
Advisornet Financial
Minnesota
$128K -$1.59K -36 -1%
DGAM
633
Desjardins Global Asset Management
Quebec, Canada
$127K +$127K +2,880 New
PVH
634
Psagot Value Holdings
Israel
$122K -$11.1K -250 -8%
TSWM
635
Tyler-Stone Wealth Management
Ohio
$122K +$4.44K +100 +4%
WBC
636
Westpac Banking Corp
Australia
$120K -$1.43M -32,293 -92%
Lazard Asset Management
637
Lazard Asset Management
New York
$117K -$14.4K -329 -11%
FHA
638
First Horizon Advisors
Tennessee
$116K -$53.1K -1,199 -31%
WTC
639
WhitTier Trust Company
Nevada
$110K -$8.41K -190 -7%
GTAM
640
Global Trust Asset Management
Florida
$109K -$9.6K -217 -8%
KA
641
Kozak & Associates
Colorado
$102K +$3.73K +85 +4%
NA
642
NewEdge Advisors
Louisiana
$102K -$58.1K -1,313 -36%
GRP
643
Global Retirement Partners
California
$101K +$2.1K +50 +2%
DAL
644
Delta Accumulation LLC
California
$98.5K – – –
FP
645
Financial Perspectives
Minnesota
$94.9K +$17.5K +395 +23%
ACM
646
Advent Capital Management
New York
$92.9K +$92.9K +2,100 New
BF
647
BOK Financial
Oklahoma
$88.1K -$19.8K -491 -18%
SWM
648
Spire Wealth Management
Virginia
$88K -$7.7K -174 -8%
CHC
649
City Holding Co
West Virginia
$85.3K -$20.8K -470 -20%
CI Investments Inc
650
CI Investments Inc
Ontario, Canada
$84K +$5.79K +131 +7%
24 25
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