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 %
BWP
826
Baldwin Wealth Partners
Massachusetts
$20.3K – – –
MPWT
827
MassMutual Private Wealth & Trust
Connecticut
$20.2K -$4.05K -59 -17%
LWA
828
Lowe Wealth Advisors
Maryland
$19.6K – – –
JFG
829
Jefferies Financial Group
New York
$18.8K -$3.21M -46,723 -99%
Commonwealth Equity Services
830
Commonwealth Equity Services
Massachusetts
$18.8K +$539 +7,849 +3%
SIS
831
Sound Income Strategies
Florida
$18.4K – – –
CSB
832
City State Bank
Iowa
$18K – – –
FCA
833
FinTrust Capital Advisors
South Carolina
$17.3K – – –
FCA
834
Fortis Capital Advisors
Kansas
$17.2K +$17.2K +251 New
BTI
835
Blue Trust Inc
Georgia
$17K -$14.6K -220 -46%
IUHSA
836
Itau Unibanco Holding S.A.
Brazil
$16.6K -$167K -2,433 -91%
ZB
837
Zions Bancorporation
Utah
$16.3K -$2.2K -32 -12%
BCMLT
838
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.1K – – –
HBW
839
Hazlett, Burt & Watson
West Virginia
$16K – – –
CAL
840
Capital Analysts LLC
Pennsylvania
$16K – – –
MIFH
841
Migdal Insurance & Financial Holdings
Israel
$16K +$10.4K +154 +188%
CFGS
842
Concourse Financial Group Securities
Alabama
$15.4K -$4.05K -59 -21%
MTIC
843
Missouri Trust & Investment Company
Missouri
$15K +$6.25K +91 +71%
ST
844
Smithfield Trust
Pennsylvania
$15K – – –
TCM
845
Tradewinds Capital Management
Washington
$14.5K – – –
SC
846
SouthState Corp
Florida
$14.5K – – –
TSW
847
Thompson Siegel & Walmsley
Virginia
$14K -$7K -100 -33%
C
848
Covestor
United Kingdom
$14K -$1.57K -23 -10%
CTB
849
Country Trust Bank
Illinois
$13.7K – – –
WAM
850
Wolverine Asset Management
Illinois
$13.7K +$13.7K +200 New
32 33
34
35 36