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 %
LTAS
926
Linden Thomas Advisory Services
North Carolina
– -$493K -7,407 Closed
SFA
927
Sequoia Financial Advisors
Ohio
– -$472K -7,093 Closed
CMTU
928
Capital Markets Trading (UK)
United Kingdom
– -$470K -7,054 Closed
CP
929
Cumberland Partners
Ontario, Canada
– -$433K -6,500 Closed
FTDI
930
First Trust Direct Indexing
Massachusetts
– -$429K -6,448 Closed
CC
931
Corton Capital
Ontario, Canada
– -$409K -6,140 Closed
HT
932
Headlands Technologies
Illinois
– -$389K -5,836 Closed
AssetMark Inc
933
AssetMark Inc
California
– -$379K -5,695 Closed
CIP
934
Convergence Investment Partners
Florida
– -$376K -5,641 Closed
GIA
935
Gladstone Institutional Advisory
Florida
– -$364K -5,464 Closed
TFS
936
Thoroughbred Financial Services
Tennessee
– -$346K -5,205 Closed
BCM
937
Brookstone Capital Management
Illinois
– -$330K -4,905 Closed
SB
938
Strategic Blueprint
Georgia
– -$325K -4,877 Closed
RSWM
939
Robertson Stephens Wealth Management
California
– -$321K -4,817 Closed
V
940
Veritable
Delaware
– -$315K -4,733 Closed
AC
941
Avestar Capital
New York
– -$314K -4,714 Closed
PIA
942
Perennial Investment Advisors
California
– -$313K -4,705 Closed
LCM
943
Lattice Capital Management
Washington
– -$313K -4,700 Closed
UCFA
944
United Capital Financial Advisors
Texas
– -$311K -4,665 Closed
BP
945
Ballentine Partners
Massachusetts
– -$310K -4,659 Closed
RCM
946
RB Capital Management
Nevada
– -$305K -4,581 Closed
IGWM
947
ICA Group Wealth Management
Colorado
– -$295K -4,437 Closed
RA
948
RFG Advisory
Alabama
– -$294K -4,423 Closed
ACS
949
Archford Capital Strategies
Illinois
– -$335K -4,348 Closed
HLA
950
Hamilton Lane Advisors
Pennsylvania
– -$287K -4,317 Closed
36 37
38
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