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XYZ

Block Inc

968 hedge funds and large institutions have $25.4B invested in Block Inc in 2023 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 293 increasing their positions, 387 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $1.93B | Put options by funds: $1.6B

3% less funds holding

Funds holding: 994968 (-26)

3.19% less ownership

Funds ownership: 73.3%70.11% (-3.2%)

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

7% less capital invested

Capital invested by funds: $27.2B → $25.4B (-$1.84B)

15% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 123

24% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 387

Holders
968
Holders Change
-26
Holders Change %
-2.62%
% of All Funds
15.2%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.47%
New
104
Increased
293
Reduced
387
Closed
123
Calls
$1.93B
Puts
$1.6B
Net Calls
+$326M
Net Calls Change
+$377M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$86.6M +$81.2M +1,300,300 New
Dimensional Fund Advisors
52
Dimensional Fund Advisors
Texas
$85.2M +$26M +416,381 +48%
VOYA Investment Management
53
VOYA Investment Management
Georgia
$82.5M -$134M -2,144,959 -63%
Jane Street
54
Jane Street
New York
$79.7M -$9.22M -147,611 -11%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$79.1M +$19.9M +318,023 +37%
Canada Pension Plan Investment Board
56
Canada Pension Plan Investment Board
Ontario, Canada
$78.8M +$2.51M +40,100 +4%
Marshall Wace
57
Marshall Wace
United Kingdom
$74.9M +$56.1M +897,459 +395%
TA
58
Trivest Advisors
Hong Kong
$74.6M +$70M +1,120,100 New
ClearBridge Investments
59
ClearBridge Investments
New York
$73.7M +$69.2M +1,107,468 New
Barclays
60
Barclays
United Kingdom
$71.8M +$9.02M +144,420 +15%
AEPLI
61
AH Equity Partners LSV III
California
$67.7M
Amundi
62
Amundi
France
$64.7M +$27.4M +439,159 +82%
Balyasny Asset Management
63
Balyasny Asset Management
Illinois
$63M +$52.5M +840,989 +800%
SM
64
SCGE Management
California
$60.6M
SMFG
65
Sumitomo Mitsui Financial Group
Japan
$60.4M
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$58M -$4.33M -69,381 -7%
Ameriprise
67
Ameriprise
Minnesota
$55.7M -$2.81M -44,928 -5%
TC
68
TwinBeech Capital
New York
$55M +$51.6M +826,641 New
National Pension Service
69
National Pension Service
South Korea
$55M -$18.9M -303,298 -26%
Bessemer Group
70
Bessemer Group
New Jersey
$54.9M +$655K +10,489 +1%
GCM
71
Gladstone Capital Management
United Kingdom
$53.7M -$53.4M -854,097 -51%
National Bank of Canada
72
National Bank of Canada
Quebec, Canada
$52.7M +$25.9M +414,521 +109%
UBS Group
73
UBS Group
Switzerland
$52.7M -$22M -351,354 -31%
Deutsche Bank
74
Deutsche Bank
Germany
$52.7M +$9.42M +150,812 +24%
California Public Employees Retirement System
75
California Public Employees Retirement System
California
$52.6M -$1.71M -27,299 -3%

XYZ Hedge Fund Activity: Q2 2023 in Review

968 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q2 2023, worth a combined $25.4B — down 6.8% from $27.2B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of XYZ and 104 opened new positions — a net loss of 19 holders — while 387 trimmed existing stakes and 293 added.

The largest buyer was BlackRock, adding an estimated $298M. The largest seller was Fisher Asset Management, cutting an estimated $700M.

  • 968 institutional investors held Block Inc (XYZ) as of Q2 2023, down from 994 in Q1 2023.
  • Funds reported $25.4B of Block Inc stock for Q2 2023, down 6.8% quarter-over-quarter.
  • 104 funds opened new Block Inc positions in Q2 2023 and 123 closed out, a net change of -19 holders.
  • The largest Block Inc buyer in Q2 2023 was BlackRock, an estimated $298M added.
  • The largest Block Inc seller in Q2 2023 was Fisher Asset Management, an estimated $700M sold.

Based on aggregated 13F filings for Q2 2023.