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 %
GWS
776
Glassman Wealth Services
Virginia
$57.1K +$3.3K +48 +6%
MCI
777
MRP Capital Investments
Georgia
$55.3K +$38.1K +555 +222%
EL
778
EMFO LLC
Florida
$54.9K – – –
IBOK
779
Independence Bank of Kentucky
Kentucky
$54.2K – – –
LFG
780
Larson Financial Group
Missouri
$52K +$7.9K +115 +18%
CFD
781
Creative Financial Designs
Indiana
$50.9K +$549 +8 +1%
VNA
782
Valley National Advisers
Pennsylvania
$48K +$26.6K +411 +125%
PA
783
PSI Advisors
Florida
$47.4K – – –
TCOV
784
Trust Company of Vermont
Vermont
$47K +$47K +685 New
HPC
785
HM Payson & Co
Maine
$46.9K -$166K -2,421 -78%
TLCM
786
Twin Lakes Capital Management
California
$46.6K – – –
SC
787
Stephens Consulting
Michigan
$44.6K – – –
PFBT
788
Parkside Financial Bank & Trust
Missouri
$43.7K +$8.79K +128 +25%
AP
789
Atwood & Palmer
Missouri
$41.2K – – –
LS
790
Livforsakringsbolaget Skandia
Sweden
$41.2K – – –
HCM
791
Highlander Capital Management
New Jersey
$41K -$6.83K -100 -14%
VF
792
VitalStone Financial
Texas
$41K +$21K +137 +105%
HGERS
793
Householder Group Estate & Retirement Specialist
Arizona
$41K +$41K +600 New
HWA
794
HHM Wealth Advisors
Tennessee
$40.5K -$4.6K -67 -10%
AWM
795
Accel Wealth Management
Iowa
$39.2K -$13.7K -200 -26%
AAG
796
Armstrong Advisory Group
Massachusetts
$36.8K +$137 +2 +0.4%
RFA
797
Register Financial Advisors
Georgia
$35.4K – – –
HCM
798
Hollencrest Capital Management
California
$35.1K -$1.72K -25 -5%
AA
799
Addison Advisors
Vermont
$34.7K – – –
FWM
800
Focused Wealth Management
New York
$34.1K -$7.62K -111 -18%
30 31
32
33 34