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
$397M
3
LPC
Lone Pine Capital
Connecticut
$172M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$202M
5
BlackRock
BlackRock
New York
$1.46B

Top Sellers

1
Coatue Management
Coatue Management
New York
$36.9M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$493M
3
Holocene Advisors
Holocene Advisors
New York
$0
4
Brown Advisory
Brown Advisory
Maryland
$3.64M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$919M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
901
Bensler
Washington
– -$2.78M -41,786 Closed
VIA
902
Vident Investment Advisory
Georgia
– -$2.49M -37,483 Closed
SPPAM
903
Summit Partners Public Asset Management
Massachusetts
– -$2.33M -35,000 Closed
Public Sector Pension Investment Board (PSP Investments)
904
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$2.23M -33,541 Closed
EWA
905
EP Wealth Advisors
California
– -$288K -27,958 Closed
WMC
906
Westwood Management Corporation
Illinois
– -$1.72M -25,770 Closed
KWILP
907
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$1.52M -22,880 Closed
WG
908
Winton Group
United Kingdom
– -$1.5M -22,508 Closed
IP
909
Interval Partners
New York
– -$1.33M -20,000 Closed
AI
910
AXS Investments
New York
– -$1.33M -19,929 Closed
WCM
911
Woodson Capital Management
Connecticut
– -$1.26M -19,000 Closed
ACM
912
Alamar Capital Management
California
– -$1.18M -17,762 Closed
ETCM
913
Evolutionary Tree Capital Management
Virginia
– -$1.1M -16,507 Closed
VIM
914
Vinva Investment Management
Australia
– -$920K -14,295 Closed
FRM
915
Fox Run Management
Connecticut
– -$926K -13,914 Closed
MF
916
Magnetar Financial
Illinois
– -$748K -11,231 Closed
DWM
917
Dakota Wealth Management
Florida
– -$720K -10,810 Closed
MC
918
Machina Capital
France
– -$719K -10,800 Closed
VVP
919
Venture Visionary Partners
Ohio
– -$679K -10,197 Closed
SG
920
StoneX Group
New York
– -$593K -8,915 Closed
WR
921
WD Rutherford
Oregon
– -$590K -8,870 Closed
AO
922
Advisor OS
Illinois
– -$586K -8,808 Closed
SIM
923
Sentry Investment Management
Wisconsin
– -$568K -8,536 Closed
B
924
Bailard
California
– -$554K -8,329 Closed
AI
925
Atom Investors
Texas
– -$537K -8,061 Closed
35 36
37
38 39