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 %
CT
726
Clearstead Trust
Maine
$14.4K – – –
TWD
727
True Wealth Design
Ohio
$13.3K – – –
GBT
728
Grove Bank & Trust
Florida
$13.2K +$5.09K +115 +63%
BWP
729
Baldwin Wealth Partners
Massachusetts
$13.1K – – –
GFPC
730
Global Financial Private Client
Florida
$13K – – –
LWA
731
Lowe Wealth Advisors
Maryland
$12.6K – – –
NECFA
732
New England Capital Financial Advisors
Connecticut
$11.7K +$3.54K +80 +43%
SIS
733
Sound Income Strategies
Florida
$11.6K -$221 -5 -2%
ME
734
McIlrath & Eck
Washington
$11.1K -$3.05K -69 -22%
SAG
735
Spotlight Asset Group
Illinois
$11.1K – – –
SC
736
Stephens Consulting
Michigan
$11.1K – – –
WMA
737
West Michigan Advisors
Michigan
$11K +$11K +249 New
JWA
738
JFS Wealth Advisors
Pennsylvania
$10.5K +$1.73K +39 +20%
EWM
739
Evermay Wealth Management
Virginia
$10.2K -$8.01K -181 -44%
CAL
740
Capital Analysts LLC
Pennsylvania
$10K – – –
IUHSA
741
Itau Unibanco Holding S.A.
Brazil
$9.74K -$44 -1 -0.5%
EBA
742
Eagle Bay Advisors
New York
$9.65K -$8.28K -187 -46%
TCM
743
Tradewinds Capital Management
Washington
$9.34K – – –
SC
744
SouthState Corp
Florida
$9.34K – – –
SWA
745
Sutton Wealth Advisors
Florida
$9.21K -$1.68K -38 -15%
C
746
Covestor
United Kingdom
$9K -$44 -1 -0.5%
TSW
747
Thompson Siegel & Walmsley
Virginia
$9K – – –
ST
748
Smithfield Trust
Pennsylvania
$9K – – –
IWP
749
IAG Wealth Partners
Wisconsin
$8.85K – – –
CTB
750
Country Trust Bank
Illinois
$8.85K – – –
28 29
30
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