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 %
CTC
676
Central Trust Company
Missouri
$44.4K -$3.54K -80 -7%
SAI
677
Systematic Alpha Investments
New Jersey
$44.3K – – –
HFS
678
Hantz Financial Services
Michigan
$44K -$4.38K -100 -9%
HL
679
HeadInvest LLC
Maine
$43.8K +$43.8K +1,013 New
MTIC
680
Missouri Trust & Investment Company
Missouri
$42K +$531 +12 +1%
CSB
681
City State Bank
Iowa
$41K – – –
NIC
682
Northwest Investment Counselors
Oregon
$40.5K +$221 +5 +0.5%
AA
683
Ancora Advisors
Ohio
$39.8K – – –
CFD
684
Creative Financial Designs
Indiana
$36.7K -$1.33K -30 -3%
QL
685
Quarry LP
New York
$34.2K +$21.6K +489 +173%
TWM
686
Tradition Wealth Management
Minnesota
$33K -$4.86K -109 -13%
LFG
687
Larson Financial Group
Missouri
$32.2K +$8.94K +202 +38%
TPCW
688
TD Private Client Wealth
New York
$31.3K -$440K -9,930 -93%
TCOV
689
Trust Company of Vermont
Vermont
$30.3K – – –
TLCM
690
Twin Lakes Capital Management
California
$30.1K – – –
FRA
691
Front Row Advisors
California
$29.9K +$29.9K +675 +67,500%
HCM
692
Highlander Capital Management
New Jersey
$29K +$2.72K +62 +10%
QCG
693
Quadrant Capital Group
Ohio
$28.9K -$25.1K -568 -46%
HCP
694
Hexagon Capital Partners
Arkansas
$28.1K +$13.3K +300 +90%
IFAM
695
Institutional & Family Asset Management
Colorado
$27.4K – – –
LS
696
Livforsakringsbolaget Skandia
Sweden
$26.6K – – –
PA
697
PSI Advisors
Florida
$26.2K – – –
HWA
698
HHM Wealth Advisors
Tennessee
$26.1K – – –
MCM
699
Manchester Capital Management
Vermont
$26K -$25.8K -582 -50%
HI
700
Hoey Investments
Pennsylvania
$25.5K -$443 -10 -2%
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