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 %
CWA
926
Clearview Wealth Advisors
Oregon
$3.36K +$206 +3 +7%
JFA
927
JNBA Financial Advisors
Minnesota
$3.23K – – –
GWSA
928
Global Wealth Strategies & Associates
Colorado
$3.16K – – –
T
929
TOBAM
France
$3K +$3K +49 New
HFM
930
Hartford Financial Management
Connecticut
$2.95K – – –
AWM
931
Activest Wealth Management
Florida
$2.88K +$2.88K +42 New
CMBA
932
C.M. Bidwell & Associates
Hawaii
$2.82K – – –
CWM
933
Cedar Wealth Management
California
$2.75K – – –
NMG
934
New Millennium Group
Utah
$2.68K – – –
MA
935
Montag & Associates
Georgia
$2.54K +$275 +4 +12%
BAM
936
Bellevue Asset Management
Washington
$2.47K – – –
KM
937
Kalos Management
Georgia
$2.47K +$2.47K +36 New
NSG
938
Nalls Sherbakoff Group
Tennessee
$2.47K +$2.47K +36 New
TF
939
Tompkins Financial
New York
$2.4K – – –
BC
940
Belmont Capital
California
$2.33K – – –
GEA
941
Glen Eagle Advisors
New Jersey
$2.33K +$275 +4 +13%
VCM
942
Versant Capital Management
Arizona
$2.2K +$1.24K +18 +129%
CAM
943
Costello Asset Management
Pennsylvania
$2.06K – – –
MFA
944
McClarren Financial Advisors
Pennsylvania
$2K – – –
RG
945
Retirement Group
California
$2K +$1.14K +16 +133%
LJHT
946
Laurie J. Hall Trustee
$2K +$2K +27 New
LF
947
Lee Financial
Texas
$1.92K -$137 -2 -7%
CHA
948
Carmichael Hill & Associates
Maryland
$1.79K – – –
TCWA
949
Ten Capital Wealth Advisors
Washington
$1.79K – – –
RTL
950
Red Tortoise LLC
Georgia
$1.65K – – –
36 37
38
39 40