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 %
VWA
976
Visionary Wealth Advisors
Illinois
– -$237K -3,567 Closed
MWA
977
Meridian Wealth Advisors
Texas
– -$237K -3,557 Closed
LW
978
Libra Wealth
California
– -$237K -3,554 Closed
HH
979
Hilltop Holdings
Texas
– -$235K -3,528 Closed
PWM
980
Prosperity Wealth Management
California
– -$221K -3,319 Closed
MGIA
981
Moneta Group Investment Advisors
Missouri
– -$218K -3,282 Closed
CCM
982
Canal Capital Management
Virginia
– -$216K -3,242 Closed
GC
983
Grimes & Company
Massachusetts
– -$215K -3,233 Closed
ICG
984
InterOcean Capital Group
Tennessee
– -$214K -3,220 Closed
CW
985
CreativeOne Wealth
Kansas
– -$211K -3,168 Closed
DU
986
Delphia (USA)
Ontario, Canada
– -$211K -3,166 Closed
FCI
987
Financial Counselors Inc
Kansas
– -$209K -3,145 Closed
VWA
988
V Wealth Advisors
Kansas
– -$209K -3,141 Closed
WWP
989
Waypoint Wealth Partners
California
– -$209K -3,140 Closed
JHCP
990
Jackson Hole Capital Partners
Oklahoma
– -$209K -3,135 Closed
MFG
991
Magnus Financial Group
New York
– -$206K -3,099 Closed
SBIA
992
Sheaff Brock Investment Advisors
Indiana
– -$204K -3,068 Closed
SMC
993
Smith, Moore & Co
Missouri
– -$204K -3,060 Closed
HWM
994
Howard Wealth Management
Connecticut
– -$204K -3,058 Closed
CAM
995
Claret Asset Management
Quebec, Canada
– -$203K -3,050 Closed
MFGM
996
Marshall Financial Group (Maryland)
Maryland
– -$202K -3,030 Closed
WA
997
Wealth Alliance
New York
– -$201K -3,026 Closed
TPWM
998
Twelve Points Wealth Management
Massachusetts
– -$201K -3,022 Closed
RI
999
Ridgewood Investments
New Jersey
– -$162K -2,434 Closed
CF
1000
Centaurus Financial
California
– -$148K -2,230 Closed
38 39
40
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