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 %
CFFP
801
Center for Financial Planning
Michigan
$3.76K – – –
BHWM
802
Beaird Harris Wealth Management
Texas
$3.73K – – –
HWP
803
Highline Wealth Partners
California
$3.54K – – –
CWC
804
Carolinas Wealth Consulting
North Carolina
$3.5K – – –
RAM
805
Riggs Asset Management
Pennsylvania
$3.32K – – –
CYG
806
Clean Yield Group
Vermont
$3.27K – – –
ICM
807
Islay Capital Management
Texas
$3.1K – – –
TFGT
808
TS Financial Group (TSFG)
Illinois
$3K – – –
PPC
809
Park Place Capital
Alabama
$2.97K -$46K -1,039 -94%
WB
810
Webster Bank
Connecticut
$2.88K – – –
KFS
811
Kelly Financial Services
Massachusetts
$2.61K -$1.81K -41 -41%
PK
812
Pflug Koory
Nebraska
$2.52K – – –
FAM
813
Flaharty Asset Management
Florida
$2.52K +$2.52K +57 New
BC
814
Barrett & Company
Rhode Island
$2.21K – – –
OC
815
Oakworth Capital
Alabama
$2.21K – – –
ACM
816
Antonetti Capital Management
Florida
$2.21K – – –
PWA
817
Provenance Wealth Advisors
Florida
$2.21K +$2.21K +50 New
OCM
818
Orion Capital Management
California
$2.21K +$2.21K +50 New
HWA
819
Heritage Wealth Advisors
Virginia
$2.17K – – –
JFA
820
JNBA Financial Advisors
Minnesota
$2.08K – – –
GWSA
821
Global Wealth Strategies & Associates
Colorado
$2.04K – – –
HFM
822
Hartford Financial Management
Connecticut
$1.9K – – –
PS
823
PayPay Securities
Japan
$1.89K -$379 -1 -17%
AWM
824
Activest Wealth Management
Florida
$1.86K +$1.86K +42 New
CMBA
825
C.M. Bidwell & Associates
Hawaii
$1.82K – – –
31 32
33
34 35