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 %
GWS
701
Glassman Wealth Services
Virginia
$25.2K -$5.13K -116 -17%
MFA
702
McClarren Financial Advisors
Pennsylvania
$25K – – –
GWSG
703
GPS Wealth Strategies Group
Colorado
$23.3K +$2.12K +48 +10%
FCA
704
FinTrust Capital Advisors
South Carolina
$23.1K +$10.9K +247 +89%
RFA
705
Register Financial Advisors
Georgia
$22.8K – – –
HCM
706
Hollencrest Capital Management
California
$22.7K – – –
AA
707
Addison Advisors
Vermont
$22.4K – – –
AIM
708
Anchor Investment Management
South Carolina
$22.2K – – –
FWM
709
Focused Wealth Management
New York
$22K – – –
OIAM
710
OFI Invest Asset Management
France
$21.7K +$21.7K +518 New
OLVIG
711
Oliver Lagore Vanvalin Investment Group
Michigan
$21.6K +$16K +361 +287%
QC
712
Quent Capital
New York
$20.2K -$126K -2,845 -86%
SIA
713
Sit Investment Associates
Minnesota
$20K -$24.4K -550 -55%
WTA
714
Washington Trust Advisors
Massachusetts
$19.7K – – –
Acadian Asset Management
715
Acadian Asset Management
Massachusetts
$18K – – –
SFG
716
Steward Financial Group
Texas
$18K +$2.25K +53 +14%
NS
717
NBC Securities
Alabama
$18K +$18K +428 New
HPC
718
HM Payson & Co
Maine
$17.7K – – –
BWM
719
Baystate Wealth Management
Massachusetts
$17.4K +$4.43K +100 +34%
BCMLT
720
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.2K – – –
First Manhattan
721
First Manhattan
New York
$16.2K – – –
VNA
722
Valley National Advisers
Pennsylvania
$16K -$9.9K -219 -38%
ADL
723
Asset Dedication LLC
California
$16K – – –
AAG
724
Armstrong Advisory Group
Massachusetts
$15.5K -$5.31K -120 -26%
HBW
725
Hazlett, Burt & Watson
West Virginia
$15K +$5.9K +125 +65%
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