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 %
HS
951
Horan Securities
United States
$1.58K – – –
SIC
952
SJS Investment Consulting
Ohio
$1.44K -$1.51K -22 -51%
DSC
953
Duncker Streett & Co
Missouri
$1.37K – – –
EBA
954
Eagle Bay Advisors
New York
$1.24K – – –
1832 Asset Management
955
1832 Asset Management
Ontario, Canada
$1.24K +$1.24K +18 New
SC
956
Schubert & Co
Texas
$1.17K +$1.03K +15 +750%
APC
957
Aspire Private Capital
North Carolina
$1.17K – – –
CNBTD
958
Citizens National Bank Trust Department
Mississippi
$1.03K – – –
PCM
959
Pointe Capital Management
Michigan
$1.03K +$1.03K +15 New
AA
960
AlphaMark Advisors
Kentucky
$1K – – –
SA
961
SRH Advisors
Kansas
$1K – – –
GCS
962
Gordian Capital (Singapore)
Singapore
$1K – – –
AW
963
Avion Wealth
Texas
$1K +$107 +3 +12%
GIA
964
GHP Investment Advisors
Colorado
$962 – – –
JWM
965
Janiczek Wealth Management
Colorado
$961 -$192 -3 -17%
TIM
966
Tortoise Investment Management
New York
$892 +$892 +13 New
PO
967
Private Ocean
California
$892 +$892 +13 New
DWA
968
Delos Wealth Advisors
Texas
$824 – – –
MBFW
969
Morton Brown Family Wealth
Pennsylvania
$824 +$824 +12 New
GA
970
GoalVest Advisory
New York
$824 +$824 +12 New
PS
971
PayPay Securities
Japan
$755 -$892 -13 -54%
BCH
972
Berkshire Capital Holdings
California
$687 -$10.1M -146,800 -100%
IRC
973
Investors Research Corp
Georgia
$687 – – –
SCA
974
Stonebridge Capital Advisors
Minnesota
$687 +$687 +10 New
MFT
975
Moisand Fitzgerald Tamayo
Florida
$618 – – –
37 38
39
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