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 %
TIM
976
Thompson Investment Management
Wisconsin
$549 +$549 +8 New
BWM
977
Baystate Wealth Management
Massachusetts
$549 +$549 +8 New
GFWA
978
Grey Fox Wealth Advisors
Delaware
$412 +$412 +6 New
RF
979
Robbins Farley
New Hampshire
$344 – – –
MRCM
980
M&R Capital Management
New Jersey
$343 – – –
GI
981
GS Investments
Minnesota
$275 – – –
SWM
982
Sugarloaf Wealth Management
Georgia
$137 – – –
FA
983
Financial Avengers
California
$69 – – –
AWM
984
AllSquare Wealth Management
New York
$69 – – –
AM
985
Atreides Management
Massachusetts
– -$159M -2,530,586 Closed
CAM
986
Contour Asset Management
New York
– -$69M -1,097,675 Closed
PCH
987
Polar Capital Holdings
United Kingdom
– -$49.4M -786,648 Closed
Point72 Asset Management
988
Point72 Asset Management
Connecticut
– -$36.9M -587,303 Closed
MMC
989
Mizuho Markets Cayman
Cayman Islands
– -$34.5M -549,164 Closed
WRCM
990
Whale Rock Capital Management
Massachusetts
– -$24.5M -389,188 Closed
CTC (Chicago Trading Company)
991
CTC (Chicago Trading Company)
Illinois
– -$20.7M -329,709 Closed
Parnassus Investments
992
Parnassus Investments
California
– -$20.1M -319,369 Closed
ACL
993
Azora Capital LP
Florida
– -$16M -254,108 Closed
GC
994
Gillson Capital
Illinois
– -$15.9M -252,407 Closed
Capital Research Global Investors
995
Capital Research Global Investors
California
– -$14M -222,885 Closed
SSA
996
Schonfeld Strategic Advisors
New York
– -$10.3M -163,189 Closed
Adage Capital Partners
997
Adage Capital Partners
Massachusetts
– -$9.43M -150,000 Closed
GF
998
Gabelli Funds
New York
– -$9.39M -149,474 Closed
CWM
999
CIBC World Markets
New York
– -$9.17M -146,000 Closed
Walleye Trading
1000
Walleye Trading
New York
– -$8.91M -141,828 Closed
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