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 %
CFG
701
Carr Financial Group
Massachusetts
$206K +$206K +3,000 New
VWM
702
Venturi Wealth Management
Texas
$206K +$206K +2,994 New
TPW
703
Transatlantique Private Wealth
New York
$205K +$205K +2,992 New
ECM
704
Evergreen Capital Management
Washington
$205K +$205K +2,991 New
PVH
705
Psagot Value Holdings
Israel
$204K -$476K -7,000 -70%
AP
706
Adero Partners
California
$203K +$203K +2,964 New
BWP
707
BSW Wealth Partners
Colorado
$203K -$58.7K -855 -22%
SMC
708
Smith, Moore & Co
Missouri
$202K +$202K +2,937 New
CWM
709
Catalyst Wealth Management
Georgia
$202K +$202K +2,937 New
HWM
710
Howard Wealth Management
Connecticut
$201K +$201K +2,928 New
SYBT
711
Stock Yards Bank & Trust
Kentucky
$201K +$201K +2,931 New
CC
712
Corton Capital
Ontario, Canada
$200K +$200K +2,919 New
MTIM
713
Marathon Trading Investment Management
Pennsylvania
$200K -$50.3K -732 -20%
WTC
714
WhitTier Trust Company
Nevada
$172K -$1.08M -15,745 -86%
QPBE
715
Quintet Private Bank (Europe)
Luxembourg
$171K +$171K +2,495 New
CFB
716
Cullen/Frost Bankers
Texas
$170K -$22.2K -323 -12%
RI
717
Ridgewood Investments
New Jersey
$160K +$160K +2,329 New
ECM
718
EMC Capital Management
Texas
$159K – – –
GTAM
719
Global Trust Asset Management
Florida
$159K +$20.6K +300 +15%
QCG
720
Quadrant Capital Group
Ohio
$154K +$20.4K +297 +15%
KA
721
Kozak & Associates
Colorado
$154K – – –
DAL
722
Delta Accumulation LLC
California
$153K – – –
SWM
723
Spire Wealth Management
Virginia
$145K +$54.4K +792 +60%
MHR
724
Matthew Hamilton Rosenberg
$143K -$41.2K -600 -22%
CA
725
Clearstead Advisors
Ohio
$141K -$26.2K -381 -16%
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