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 %
CIA
851
Cape Investment Advisory
Georgia
$13.7K +$13.7K +200 New
GG
852
Gleason Group
Kentucky
$13.2K -$2.33K -34 -15%
GBT
853
Grove Bank & Trust
Florida
$13.2K – – –
EARNEST Partners
854
EARNEST Partners
Georgia
$12.8K – – –
AFG
855
Albion Financial Group
Utah
$12.7K – – –
NECFA
856
New England Capital Financial Advisors
Connecticut
$12.7K – – –
AF
857
Arrow Financial
New York
$12.7K -$2.06K -30 -14%
AWM
858
Abound Wealth Management
Tennessee
$12.3K -$4.53K -66 -27%
KFI
859
Key Financial Inc
Pennsylvania
$12.2K – – –
PWMG
860
Prestige Wealth Management Group
New Jersey
$11.3K -$118K -1,713 -91%
Allspring Global Investments
861
Allspring Global Investments
North Carolina
$11.3K -$1.99K -29 -15%
BWM
862
BerganKDV Wealth Management
Minnesota
$11.2K – – –
CAC
863
Core Alternative Capital
Georgia
$10.8K +$5.22K +76 +94%
WWP
864
WR Wealth Planners
Missouri
$10.6K +$1.37K +20 +15%
OIA
865
Optimum Investment Advisors
Illinois
$10.3K – – –
FFA
866
Fairfield Financial Advisors
Massachusetts
$10.3K -$1.03K -15 -9%
CWP
867
Concord Wealth Partners
Virginia
$9.95K -$97.1K -1,414 -91%
CTA
868
Colonial Trust Advisors
South Carolina
$9.95K – – –
TAM
869
Tucker Asset Management
Colorado
$9.75K +$1.58K +23 +19%
PH
870
Pinnacle Holdings
Oklahoma
$9.41K +$9.41K +137 New
GI
871
Gradient Investments
Minnesota
$9.2K +$275 +4 +3%
RA
872
Rise Advisors
New York
$9.13K -$1.85M -26,891 -100%
BAM
873
Byrne Asset Management
New Jersey
$9K -$926 -14 -9%
NSIM
874
North Star Investment Management
Illinois
$8.79K – – –
BWL
875
Bogart Wealth LLC
Virginia
$8.58K -$15.7K -229 -65%
33 34
35
36 37