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 %
JIP
951
Jaffetilchin Investment Partners
Florida
– -$285K -4,274 Closed
AWA
952
Aaron Wealth Advisors
Illinois
– -$282K -4,239 Closed
Empower Advisory Group
953
Empower Advisory Group
Colorado
– -$281K -4,214 Closed
SIG
954
Sargent Investment Group
Maryland
– -$279K -4,187 Closed
PWPS
955
Pinnacle Wealth Planning Services
Ohio
– -$279K -4,184 Closed
CFG
956
Citizens Financial Group
Rhode Island
– -$274K -4,116 Closed
AWE
957
Avidian Wealth Enterprises
Texas
– -$272K -4,080 Closed
MPW
958
Monterey Private Wealth
California
– -$269K -4,040 Closed
MYLI
959
Meiji Yasuda Life Insurance
Japan
– -$268K -4,033 Closed
KA
960
Kovack Advisors
Florida
– -$268K -4,030 Closed
GDP
961
Great Diamond Partners
Maine
– -$265K -3,987 Closed
IEFM
962
IQ EQ Fund Management
Ireland
– -$265K -3,978 Closed
ECG
963
EPIQ Capital Group
California
– -$262K -3,941 Closed
SA
964
Sicart Associates
New York
– -$262K -3,930 Closed
TWP
965
Tempus Wealth Planning
California
– -$261K -3,915 Closed
VFA
966
Valeo Financial Advisors
Indiana
– -$258K -3,871 Closed
GSEP
967
Golden State Equity Partners
California
– -$254K -3,815 Closed
IAIM
968
International Assets Investment Management
Florida
– -$251K -3,765 Closed
EWM
969
Empirical Wealth Management
Washington
– -$250K -3,759 Closed
RBFC
970
Roman Butler Fullerton & Co
Missouri
– -$294K -3,758 Closed
KLCM
971
KG&L Capital Management
Louisiana
– -$249K -3,744 Closed
PCS
972
Personal CFO Solutions
New Jersey
– -$246K -3,688 Closed
MFG
973
Merit Financial Group
Georgia
– -$245K -3,680 Closed
CCM
974
Conway Capital Management
California
– -$243K -3,645 Closed
GFA
975
Gallagher Fiduciary Advisors
Illinois
– -$240K -3,610 Closed
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39
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