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 %
VCM
826
Versant Capital Management
Arizona
$1.82K +$708 +16 +64%
CWM
827
Cedar Wealth Management
California
$1.77K – – –
PCTC
828
Perkins Coie Trust Company
Washington
$1.73K +$1.73K +39 New
MA
829
Montag & Associates
Georgia
$1.64K – – –
CPG
830
Cornerstone Planning Group
New Jersey
$1.64K +$1.64K +37 New
NSG
831
Nalls Sherbakoff Group
Tennessee
$1.59K – – –
BAM
832
Bellevue Asset Management
Washington
$1.59K – – –
TF
833
Tompkins Financial
New York
$1.55K – – –
GI
834
Gradient Investments
Minnesota
$1.51K -$4.43K -100 -75%
BC
835
Belmont Capital
California
$1.51K – – –
AWA
836
Authentikos Wealth Advisory
California
$1.51K +$1.51K +34 New
WWM
837
Wolff Wiese Magana
California
$1.33K -$753 -17 -36%
GJIA
838
Glass Jacobson Investment Advisors
Maryland
$1.33K – – –
AFS
839
Annapolis Financial Services
Maryland
$1.33K +$1.33K +30 New
SIC
840
SJS Investment Consulting
Ohio
$1.28K +$89 +2 +7%
LF
841
Lee Financial
Texas
$1.24K – – –
TC
842
Tacita Capital
Ontario, Canada
$1.24K – – –
ZB
843
Zions Bancorporation
Utah
$1.2K -$4.34K -98 -78%
GEA
844
Glen Eagle Advisors
New Jersey
$1.15K -$354 -8 -24%
CHA
845
Carmichael Hill & Associates
Maryland
$1.15K – – –
CFS
846
CGC Financial Services
Oregon
$1.11K – – –
BTI
847
Blue Trust Inc
Georgia
$1K -$5K -110 -83%
AW
848
Avion Wealth
Texas
$1K -$640 -16 -39%
GKIM
849
GW&K Investment Management
Massachusetts
$1K – – –
MCM
850
MV Capital Management
Maryland
$974 – – –
32 33
34
35 36