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 %
BWL
851
Bogart Wealth LLC
Virginia
$797 – – –
APC
852
Aspire Private Capital
North Carolina
$752 – – –
BAAM
853
Baker Avenue Asset Management
California
$708 -$467K -10,543 -100%
DWA
854
Delos Wealth Advisors
Texas
$692 – – –
JWM
855
Janiczek Wealth Management
Colorado
$664 – – –
CNBTD
856
Citizens National Bank Trust Department
Mississippi
$664 – – –
GIA
857
GHP Investment Advisors
Colorado
$605 – – –
Legacy Financial Group (Iowa)
858
Legacy Financial Group (Iowa)
Iowa
$487 +$487 +11 New
PMFA
859
Plante Moran Financial Advisors
Michigan
$487 +$487 +11 New
IRC
860
Investors Research Corp
Georgia
$443 – – –
BCH
861
Berkshire Capital Holdings
California
$443 – – –
MFT
862
Moisand Fitzgerald Tamayo
Florida
$399 – – –
RG
863
Retirement Group
California
$354 -$708 -16 -67%
TIM
864
Thompson Investment Management
Wisconsin
$354 – – –
SA
865
SRH Advisors
Kansas
$354 – – –
AWM
866
Atticus Wealth Management
Florida
$310 -$13.5K -304 -98%
RF
867
Robbins Farley
New Hampshire
$222 – – –
PCFFS
868
Pacific Center for Financial Services
California
$222 +$222 +5 New
DFA
869
DHJJ Financial Advisors
Illinois
$222 +$222 +5 New
LWANC
870
Laurel Wealth Advisors (North Carolina)
North Carolina
$178 +$178 +4 New
BWS
871
Buck Wealth Strategies
Colorado
$177 – – –
GI
872
GS Investments
Minnesota
$177 – – –
NMG
873
New Millennium Group
Utah
$177 – – –
AP
874
Atwood & Palmer
Missouri
$133 -$26.5K -597 -100%
MIM
875
Macroview Investment Management
Maryland
$89 +$89 +2 New
33 34
35
36 37