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XYZ

Block Inc
XYZ

886 hedge funds and large institutions have $16.5B invested in Block Inc in 2023 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 291 increasing their positions, 330 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more call options, than puts

Call options by funds: $1.41B | Put options by funds: $1.16B

2.5% less ownership

Funds ownership: 70.11% → 67.61% (-2.5%)

8% less funds holding

Funds holding: 968 → 886 (-82)

12% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 330

35% less capital invested

Capital invested by funds: $25.4B → $16.5B (-$8.92B)

37% less funds holding in top 10

Funds holding in top 10: 30 → 19 (-11)

44% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 164

Holders
886
Holders Change
-82
Holders Change %
-8.47%
% of All Funds
14.06%
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
291
Reduced
330
Closed
164
Calls
$1.41B
Puts
$1.16B
Net Calls
+$249M
Net Calls Change
-$77M

Top Buyers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
+$763M
2
DIG
Dragoneer Investment Group
California
+$265M
3
LPC
Lone Pine Capital
Connecticut
+$241M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$206M
5
BlackRock
BlackRock
New York
+$198M

Top Sellers

Rank Fund Capital Flow
1
Coatue Management
Coatue Management
New York
-$474M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$338M
3
Brown Advisory
Brown Advisory
Maryland
-$261M
4
Holocene Advisors
Holocene Advisors
New York
-$241M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$240M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
826
Heritage Wealth Advisors
Virginia
$2.17K – – –
JFA
827
JNBA Financial Advisors
Minnesota
$2.08K – – –
GWSA
828
Global Wealth Strategies & Associates
Colorado
$2.04K – – –
HFM
829
Hartford Financial Management
Connecticut
$1.9K – – –
PS
830
PayPay Securities
Japan
$1.89K -$62 -1 -17%
AWM
831
Activest Wealth Management
Florida
$1.86K +$2.6K +42 New
CMBA
832
C.M. Bidwell & Associates
Hawaii
$1.81K – – –
VCM
833
Versant Capital Management
Arizona
$1.81K +$991 +16 +64%
CWM
834
Cedar Wealth Management
California
$1.77K – – –
PCTC
835
Perkins Coie Trust Company
Washington
$1.73K +$2.42K +39 New
MA
836
Montag & Associates
Georgia
$1.64K – – –
CPG
837
Cornerstone Planning Group
New Jersey
$1.64K +$2.29K +37 New
NSG
838
Nalls Sherbakoff Group
Tennessee
$1.59K – – –
BAM
839
Bellevue Asset Management
Washington
$1.59K – – –
TF
840
Tompkins Financial
New York
$1.55K – – –
GI
841
Gradient Investments
Minnesota
$1.5K -$6.19K -100 -75%
BC
842
Belmont Capital
California
$1.5K – – –
AWA
843
Authentikos Wealth Advisory
California
$1.5K +$2.1K +34 New
WWM
844
Wolff Wiese Magana
California
$1.33K -$1.05K -17 -36%
GJIA
845
Glass Jacobson Investment Advisors
Maryland
$1.33K – – –
AFS
846
Annapolis Financial Services
Maryland
$1.33K +$1.86K +30 New
SIC
847
SJS Investment Consulting
Ohio
$1.28K +$124 +2 +7%
LF
848
Lee Financial
Texas
$1.24K – – –
TC
849
Tacita Capital
Ontario, Canada
$1.24K – – –
ZB
850
Zions Bancorporation
Utah
$1.2K -$6.07K -98 -78%
32 33
34
35 36

XYZ Hedge Fund Activity: Q3 2023 in Review

886 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q3 2023, worth a combined $16.5B — down 35% from $25.4B a quarter earlier.

Sellers outnumbered buyers: 164 funds closed out of XYZ and 92 opened new positions — a net loss of 72 holders — while 330 trimmed existing stakes and 291 added.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $763M. The largest seller was Coatue Management, cutting an estimated $474M.

  • 886 institutional investors held Block Inc (XYZ) as of Q3 2023, down from 968 in Q2 2023.
  • Funds reported $16.5B of Block Inc stock for Q3 2023, down 35% quarter-over-quarter.
  • 92 funds opened new Block Inc positions in Q3 2023 and 164 closed out, a net change of -72 holders.
  • The largest Block Inc buyer in Q3 2023 was Viking Global Investors, an estimated $763M added.
  • The largest Block Inc seller in Q3 2023 was Coatue Management, an estimated $474M sold.

Based on aggregated 13F filings for Q3 2023.