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 %
PFBT
776
Parkside Financial Bank & Trust
Missouri
$4.87K -$5.36K -121 -52%
RA
777
Rise Advisors
New York
$4.82K -$1.06K -24 -18%
BCM
778
Blume Capital Management
California
$4.69K – – –
Allspring Global Investments
779
Allspring Global Investments
North Carolina
$4.69K -$184K -4,156 -98%
HRC
780
Hoertkorn Richard Charles
$4.52K – – –
CFGS
781
Concourse Financial Group Securities
Alabama
$4.51K -$3.85K -87 -46%
CCP
782
Carmel Capital Partners
California
$4.47K – – –
WTG
783
West Tower Group
Virginia
$4.47K +$4.47K +101 New
CIA
784
Cape Investment Advisory
Georgia
$4.43K -$8.85K -200 -67%
SVCP
785
Silicon Valley Capital Partners
California
$4.43K – – –
CCM
786
Chilton Capital Management
Texas
$4.43K – – –
SWM
787
Sanctuary Wealth Management
Idaho
$4.43K – – –
CT
788
Colonial Trust
South Carolina
$4.43K – – –
NA
789
Nordwand Advisors
Pennsylvania
$4.43K – – –
PP
790
PFS Partners
New Jersey
$4.43K +$2.21K +50 +100%
LWCFA
791
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.4K – – –
FSWA
792
Financial Synergies Wealth Advisors
Texas
$4.34K – – –
AIC
793
Archer Investment Corporation
Indiana
$4.29K – – –
FFL
794
Financial Freedom LLC
Ohio
$4.29K – – –
CWP
795
Concord Wealth Partners
Virginia
$4.21K -$4.16K -94 -50%
T2I
796
Turim 21 Investimentos
Brazil
$4.21K – – –
SWA
797
SOA Wealth Advisors
New York
$4.12K -$175K -3,954 -98%
RDIA
798
RE Dickinson Investment Advisors
Iowa
$4K – – –
PP
799
PrairieView Partners
Minnesota
$4K – – –
TFA
800
Toth Financial Advisory
Virginia
$3.98K – – –
30 31
32
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