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 %
AAS
726
Ameritas Advisory Services
Nebraska
$141K -$73.1K -1,088 -34%
CI Investments Inc
727
CI Investments Inc
Ontario, Canada
$139K -$7.94K -116 -5%
DZ Bank
728
DZ Bank
Germany
$137K -$3.96M -57,693 -97%
GRP
729
Global Retirement Partners
California
$136K -$11.2K -189 -8%
AF
730
Allworth Financial
California
$131K -$5.56K -81 -4%
TC
731
Truvestments Capital
Florida
$123K -$37.6K -547 -23%
FP
732
Financial Perspectives
Minnesota
$122K – – –
EWA
733
EverSource Wealth Advisors
Alabama
$121K -$27.9K -406 -19%
ST
734
Sageworth Trust
Pennsylvania
$120K +$120K +1,750 New
AIM
735
Acropolis Investment Management
Missouri
$118K -$6.8K -99 -5%
AA
736
Alta Advisers
United Kingdom
$117K – – –
AIM
737
Anchor Investment Management
South Carolina
$113K – – –
BEI
738
Benjamin Edwards Inc
Missouri
$112K +$40.3K +589 +56%
PAI
739
Pittenger & Anderson Inc
Nebraska
$112K – – –
CTC
740
Central Trust Company
Missouri
$111K -$1.17K -17 -1%
BFEC
741
Benjamin F. Edwards & Company
Missouri
$110K -$6.74K -98 -6%
EDRH
742
Edmond de Rothschild Holding
Switzerland
$109K -$709K -10,322 -87%
IWP
743
Icon Wealth Partners
Texas
$106K +$106K +1,546 New
GC
744
Garde Capital
Washington
$106K -$13.8K -200 -12%
SGA
745
Seaport Global Advisors
Massachusetts
$104K -$36.9K -538 -26%
DGAM
746
Desjardins Global Asset Management
Quebec, Canada
$103K -$9.91K -144 -9%
CI
747
CAZ Investments
Texas
$103K – – –
CSPIA
748
Cary Street Partners Investment Advisory
Virginia
$101K -$18.9K -275 -16%
NIC
749
Northwest Investment Counselors
Oregon
$94.7K -$34.3K -500 -27%
TFM
750
TFC Financial Management
Massachusetts
$94.5K +$30.3K +442 +47%
28 29
30
31 32