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 %
HI
801
Hoey Investments
Pennsylvania
$33K -$78.9K -1,150 -71%
GWSG
802
GPS Wealth Strategies Group
Colorado
$32.3K +$32.3K +471 New
IFAM
803
Institutional & Family Asset Management
Colorado
$32K – – –
SIS
804
Strategic Investment Solutions
Illinois
$30.7K +$30.7K +447 New
Acadian Asset Management
805
Acadian Asset Management
Massachusetts
$28K -$146K -2,153 -84%
WTA
806
Washington Trust Advisors
Massachusetts
$27.7K +$7.07K +103 +34%
GCM
807
Gables Capital Management
Florida
$27.5K -$430K -6,270 -94%
IWP
808
IAG Wealth Partners
Wisconsin
$27.5K +$13.7K +200 +100%
AWM
809
Atticus Wealth Management
Florida
$26.5K – – –
CT
810
Cambridge Trust
Massachusetts
$26.2K – – –
ME
811
McIlrath & Eck
Washington
$26K -$4.87K -71 -16%
First Manhattan
812
First Manhattan
New York
$25.1K -$112K -1,630 -82%
EWM
813
Evermay Wealth Management
Virginia
$24.1K +$1.44K +21 +6%
NC
814
NewSquare Capital
Pennsylvania
$23.7K +$17.7K +258 +297%
BIA
815
Bell Investment Advisors
California
$23.3K -$3.5K -51 -13%
ADL
816
Asset Dedication LLC
California
$23K -$6.74K -104 -23%
HCP
817
Hexagon Capital Partners
Arkansas
$22.9K – – –
RTC
818
Riverview Trust Company
Washington
$22.8K +$9.89K +144 +77%
OLVIG
819
Oliver Lagore Vanvalin Investment Group
Michigan
$22.4K -$66K -962 -75%
CT
820
Clearstead Trust
Maine
$22.3K – – –
JWA
821
JFS Wealth Advisors
Pennsylvania
$21.1K +$824 +12 +4%
TWD
822
True Wealth Design
Ohio
$20.6K -$69 -1 -0.3%
TF
823
TimeScale Financial
Massachusetts
$20.6K – – –
ITFISA
824
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$20.5K +$20.5K +300 New
GFPC
825
Global Financial Private Client
Florida
$20.3K – – –
31 32
33
34 35