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 %
GC
676
Grimes & Company
Massachusetts
$234K +$234K +3,409 New
CHC
677
City Holding Co
West Virginia
$233K -$143K -2,085 -38%
FHA
678
First Horizon Advisors
Tennessee
$232K +$7.9K +115 +4%
CF
679
Centaurus Financial
California
$232K +$8.78K +128 +4%
RBFC
680
Roman Butler Fullerton & Co
Missouri
$229K – – –
QC
681
Quent Capital
New York
$229K +$17.1K +249 +8%
AssetMark Inc
682
AssetMark Inc
California
$228K +$117K +1,702 +106%
SIAP
683
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$223K +$223K +3,244 New
GAM
684
Grandview Asset Management
Pennsylvania
$222K -$35.8K -522 -14%
AF
685
Advisornet Financial
Minnesota
$220K -$14.6K -212 -6%
WEG
686
World Equity Group
Illinois
$217K +$217K +2,365 New
VWA
687
V Wealth Advisors
Kansas
$217K +$217K +3,156 New
WWP
688
Waypoint Wealth Partners
California
$216K +$216K +3,140 New
JWWM
689
Johnson & White Wealth Management
Pennsylvania
$215K -$1.11M -16,190 -84%
VWA
690
Visionary Wealth Advisors
Illinois
$215K +$215K +3,127 New
MFGM
691
Marshall Financial Group (Maryland)
Maryland
$215K +$215K +3,125 New
WA
692
Wealth Alliance
New York
$214K +$214K +3,119 New
BF
693
BOK Financial
Oklahoma
$213K -$5.97K -87 -3%
CIA
694
Caerus Investment Advisors
Texas
$211K +$211K +3,077 New
SBIA
695
Sheaff Brock Investment Advisors
Indiana
$211K +$211K +3,068 New
CL
696
Choreo LLC
Illinois
$211K +$211K +3,067 New
CWM
697
Cornerstone Wealth Management
Missouri
$209K +$209K +3,047 New
MWM
698
Mission Wealth Management
California
$209K +$209K +3,038 New
TPWM
699
Twelve Points Wealth Management
Massachusetts
$207K +$207K +3,022 New
BFM
700
Boothbay Fund Management
New York
$207K -$3.62M -52,744 -95%
26 27
28
29 30