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 %
KFI
751
Key Financial Inc
Pennsylvania
$8.28K – – –
EARNEST Partners
752
EARNEST Partners
Georgia
$8.23K – – –
AFG
753
Albion Financial Group
Utah
$8.19K – – –
OP
754
ORG Partners
Indiana
$8.17K -$3.36K -76 -29%
AWM
755
Abound Wealth Management
Tennessee
$7.92K – – –
BIA
756
Bell Investment Advisors
California
$7.35K -$2.97K -67 -29%
PWMG
757
Prestige Wealth Management Group
New Jersey
$7.3K – – –
MPWT
758
MassMutual Private Wealth & Trust
Connecticut
$7.04K +$3.32K +75 +89%
T
759
TOBAM
France
$7K -$13K -314 -65%
HFS
760
HBC Financial Services
Washington
$7K – – –
CAC
761
Core Alternative Capital
Georgia
$6.99K – – –
OIA
762
Optimum Investment Advisors
Illinois
$6.64K – – –
FFA
763
Fairfield Financial Advisors
Massachusetts
$6.64K – – –
BCPWM
764
Bradley & Co Private Wealth Management
Florida
$6.46K +$6.46K +146 New
TAM
765
Tucker Asset Management
Colorado
$6.29K – – –
CWM
766
CarsonAllaria Wealth Management
Illinois
$6.02K – – –
CTA
767
Colonial Trust Advisors
South Carolina
$5.98K – – –
WWP
768
WR Wealth Planners
Missouri
$5.93K – – –
NSIM
769
North Star Investment Management
Illinois
$5.67K – – –
LOIM
770
Liberty One Investment Management
Illinois
$5.58K +$708 +16 +15%
CSWM
771
Cassady Schiller Wealth Management
Ohio
$5.53K – – –
LG
772
LAM Group
Oregon
$5.13K – – –
LFASL
773
Lugano Financial Advisors SA (LFA)
Switzerland
$5.09K – – –
VF
774
VitalStone Financial
Texas
$5K -$1.43K -30 -22%
IRAG
775
Investment Research & Advisory Group
Georgia
$4.96K +$620 +14 +14%
29 30
31
32 33