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 %
BWA
751
BDO Wealth Advisors
Florida
$90.8K +$1.37K +20 +2%
KTC
752
Kistler-Tiffany Companies
Pennsylvania
$90.8K -$201K -2,924 -69%
HFM
753
Harvest Fund Management
China
$90K -$204K -2,993 -69%
WP
754
WealthPLAN Partners
Nebraska
$89.5K -$417K -6,074 -82%
FFA
755
Farther Finance Advisors
California
$83.9K +$51.8K +755 +162%
HFS
756
Hantz Financial Services
Michigan
$81K +$69 +1 +0.1%
MCM
757
Manchester Capital Management
Vermont
$80.1K +$45.8K +667 +133%
HNB
758
Huntington National Bank
Ohio
$77.2K +$18.9K +276 +33%
PPC
759
Park Place Capital
Alabama
$76.9K +$27.1K +395 +54%
DF
760
DecisionPoint Financial
Arizona
$76.5K – – –
ANBT
761
American National Bank & Trust
Texas
$70.4K -$343 -5 -0.5%
WT
762
Washington Trust
Rhode Island
$69.7K – – –
MAWCM
763
Mine & Arao Wealth Creation & Management
California
$69.5K – – –
SIA
764
Sit Investment Associates
Minnesota
$69K – – –
SAI
765
Systematic Alpha Investments
New Jersey
$68.7K +$68.7K +1,000 New
PTC
766
Private Trust Company
Ohio
$68.4K +$11.6K +169 +20%
WIM
767
Westside Investment Management
California
$67.4K -$1.37K -20 -2%
NHT
768
New Hampshire Trust
New Hampshire
$67.3K -$6.45K -94 -9%
CAL
769
Capital Advisors Ltd
Ohio
$65K – – –
CA
770
Crewe Advisors
Utah
$63.8K +$2.27K +33 +4%
AA
771
Ancora Advisors
Ohio
$61.8K -$147K -2,146 -70%
SSB
772
Sandy Spring Bank
Maryland
$61.3K – – –
CFO
773
CVA Family Office
Colorado
$59.6K +$3.43K +50 +6%
TWM
774
Tradition Wealth Management
Minnesota
$59K +$32.1K +465 +119%
TWA
775
TCI Wealth Advisors
Arizona
$57.4K +$1.92K +28 +3%
29 30
31
32 33