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 %
Jennison Associates
651
Jennison Associates
New York
$259K +$259K +3,775 New
LWM
652
Lyell Wealth Management
California
$256K -$217K -3,163 -46%
QPW
653
Quantum Private Wealth
Florida
$255K -$6.38K -93 -2%
ICP
654
Interchange Capital Partners
Pennsylvania
$252K +$252K +3,667 New
GIA
655
Gladstone Institutional Advisory
Florida
$251K +$251K +3,656 New
APP
656
Avantax Planning Partners
Iowa
$249K -$427K -6,224 -63%
PCS
657
Personal CFO Solutions
New Jersey
$249K -$3.84K -56 -2%
PPP
658
Private Portfolio Partners
New Jersey
$248K -$64.5K -940 -21%
DAS
659
Dynamic Advisor Solutions
Arizona
$248K -$72.4K -1,055 -23%
BCM
660
Brookstone Capital Management
Illinois
$247K -$106K -1,644 -30%
LW
661
Libra Wealth
California
$244K – – –
CGH
662
Crossmark Global Holdings
Texas
$243K +$4.95K +72 +2%
MWA
663
Meridian Wealth Advisors
Texas
$243K -$121K -1,760 -33%
AFP
664
Ausdal Financial Partners
Iowa
$243K -$91.5K -1,333 -27%
NFP
665
Narus Financial Partners
Utah
$243K -$68.7K -1,000 -22%
C
666
Certuity
Florida
$242K +$4.67K +68 +2%
EFG
667
Everhart Financial Group
Ohio
$241K +$21.2K +309 +10%
I
668
InceptionR
California
$239K +$239K +3,479 New
CCM
669
Canal Capital Management
Virginia
$239K -$1.25M -18,163 -84%
IEFM
670
IQ EQ Fund Management
Ireland
$238K +$10.4K +151 +5%
IA
671
IFG Advisory
Georgia
$238K +$238K +3,468 New
GDP
672
Great Diamond Partners
Maine
$237K +$10K +146 +4%
TWP
673
Tempus Wealth Planning
California
$237K -$76K -1,107 -24%
VIM
674
Vinva Investment Management
Australia
$234K +$234K +3,422 New
KLCM
675
KG&L Capital Management
Louisiana
$234K +$234K +3,411 New
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