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
$2.34B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$510M
3
Coatue Management
Coatue Management
New York
$678M
4
DIG
Dragoneer Investment Group
California
$214M
5
Capital World Investors
Capital World Investors
California
$777M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$346M
2
BCM
Bares Capital Management
Texas
$279M
3
AM
Atreides Management
Massachusetts
$0
4
Viking Global Investors
Viking Global Investors
Connecticut
$162M
5
Goldman Sachs
Goldman Sachs
New York
$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
T2I
901
Turim 21 Investimentos
Brazil
$6.52K – – –
TFA
902
Toth Financial Advisory
Virginia
$6.18K – – –
CWC
903
Carolinas Wealth Consulting
North Carolina
$5.97K – – –
CFFP
904
Center for Financial Planning
Michigan
$5.84K – – –
BHWM
905
Beaird Harris Wealth Management
Texas
$5.78K -$3.79K -55 -40%
HWP
906
Highline Wealth Partners
California
$5.49K – – –
LWP
907
Lumature Wealth Partners
Georgia
$5.49K – – –
PFG
908
Piershale Financial Group
Illinois
$5.42K – – –
RAM
909
Riggs Asset Management
Pennsylvania
$5.15K +$2.4K +35 +88%
AIP
910
Ahrens Investment Partners
Louisiana
$5.08K +$5.08K +74 New
CYG
911
Clean Yield Group
Vermont
$4.81K – – –
ICM
912
Islay Capital Management
Texas
$4.81K – – –
BFPW
913
BOK Financial Private Wealth
Colorado
$4.81K +$4.81K +70 New
DI
914
Disciplined Investments
Oklahoma
$4.74K +$481 +7 +11%
AAP
915
Arax Advisory Partners
Colorado
$4.67K – – –
WB
916
Webster Bank
Connecticut
$4.46K – – –
TFGT
917
TS Financial Group (TSFG)
Illinois
$4K – – –
MCM
918
MV Capital Management
Maryland
$3.91K +$3.91K +57 New
PK
919
Pflug Koory
Nebraska
$3.91K – – –
PP
920
PFS Partners
New Jersey
$3.43K – – –
BC
921
Barrett & Company
Rhode Island
$3.43K – – –
ACM
922
Antonetti Capital Management
Florida
$3.43K – – –
OC
923
Oakworth Capital
Alabama
$3.43K – – –
OCM
924
Orion Capital Management
California
$3.43K – – –
HWA
925
Heritage Wealth Advisors
Virginia
$3.36K – – –
35 36
37
38 39