XYZ

Block, Inc.
XYZ

Overview Fund Activity

961 hedge funds and large institutions have $25.4B invested in Block, Inc. in 2023 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 291 increasing their positions, 383 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
961
Holders Change
-26
Holders Change %
-2.63%
% of All Funds
15.16%
Holding in Top 10
30
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.47%
New
104
Increased
291
Reduced
383
Closed
123
Calls
$1.91B
Puts
$1.6B
Net Calls
+$315M
Net Calls Change
+$367M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.98B
2
AM
2
Atreides Management
Massachusetts
$179M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.1B
4
Holocene Advisors
4
Holocene Advisors
New York
$241M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$493M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$8.1M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.64B
3
Capital International Investors
3
Capital International Investors
California
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$1.21B
5
Viking Global Investors
5
Viking Global Investors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MGM
976
Manchester Global Management
United Kingdom
– -$7.91M -115,200 Closed
MAM
977
Mark Asset Management
New York
– -$7.42M -108,077 Closed
TSS
978
Two Sigma Securities
New York
– -$7.26M -105,766 Closed
CM
979
Caption Management
Oklahoma
– -$3.61M -52,600 Closed
VF
980
Virtu Financial
New York
– -$3.56M -51,835 Closed
1C
981
1623 Capital
Virginia
– -$3.38M -49,200 Closed
CIC
982
Carnegie Investment Counsel
Ohio
– -$3.24M -47,131 Closed
BVDMP
983
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
– -$2.84M -45,000 Closed
BAM
984
Belpointe Asset Management
Nevada
– -$2.91M -42,375 Closed
ZCM
985
Zenyatta Capital Management
Delaware
– -$2.75M -40,000 Closed
WAM
986
Weiss Asset Management
Massachusetts
– -$2.07M -30,098 Closed
IAM
987
Ion Asset Management
Israel
– -$2.06M -30,000 Closed
BFIC
988
Bedell Frazier Investment Counselling
California
– -$2.03M -29,631 Closed
PCM
989
PenderFund Capital Management
British Columbia, Canada
– -$2.52M -27,130 Closed
Thrivent Financial for Lutherans
990
Thrivent Financial for Lutherans
Minnesota
– -$1.42M -20,604 Closed
CUAMC
991
China Universal Asset Management Company
China
– -$1.35M -19,600 Closed
LGF
992
LGT Group Foundation
Liechtenstein
– -$1.32M -19,246 Closed
EIM
993
Essex Investment Management
Massachusetts
– -$940K -13,698 Closed
LTI
994
Laffer Tengler Investments
Tennessee
– -$732K -10,670 Closed
1IA
995
1620 Investment Advisors
Massachusetts
– -$355K -10,085 Closed
FF
996
Friedenthal Financial
New Jersey
– -$692K -10,080 Closed
BL
997
Balentine LLC
Georgia
– -$624K -9,091 Closed
SAM
998
Shell Asset Management
Netherlands
– -$610K -8,889 Closed
KLC
999
Knowledge Leaders Capital
Colorado
– -$607K -8,837 Closed
EI
1000
Ellevest Inc
New York
– -$500K -7,285 Closed
38 39
40
41 42