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 %
DS
1001
DRW Securities
Illinois
– -$468K -6,822 Closed
KeyBank National Association
1002
KeyBank National Association
Ohio
– -$458K -6,673 Closed
VHAM
1003
Van Hulzen Asset Management
California
– -$446K -6,490 Closed
CG
1004
Caprock Group
Idaho
– -$436K -6,357 Closed
BCA
1005
Bray Capital Advisors
Florida
– -$388K -5,650 Closed
ICM
1006
Ionic Capital Management
New York
– -$363K -5,287 Closed
GT
1007
Greenleaf Trust
Michigan
– -$357K -5,206 Closed
FS
1008
Ferguson Shapiro
Georgia
– -$344K -5,011 Closed
EP
1009
Edgestream Partners
New Jersey
– -$335K -4,882 Closed
TCA
1010
Transcend Capital Advisors
New Jersey
– -$335K -4,873 Closed
OPL
1011
Orland Properties Ltd
British Virgin Islands
– -$322K -4,685 Closed
XT
1012
XTX Topco
Cayman Islands
– -$308K -4,482 Closed
AC
1013
ASB Consultores
Florida
– -$306K -4,455 Closed
GSC
1014
Ground Swell Capital
South Carolina
– -$301K -4,384 Closed
BIAS
1015
Beacon Investment Advisory Services
New Jersey
– -$299K -4,358 Closed
SFS
1016
Sowell Financial Services
Arkansas
– -$295K -4,302 Closed
AG
1017
AIA Group
Hong Kong
– -$282K -4,111 Closed
AIM
1018
Ausbil Investment Management
Australia
– -$280K -4,084 Closed
MS
1019
Maven Securities
Jersey
– -$275K -4,013 Closed
WQ
1020
Wealth Quarterback
New Jersey
– -$275K -4,011 Closed
MCM
1021
MAI Capital Management
Ohio
– -$265K -3,859 Closed
Jennison Associates
1022
Jennison Associates
New York
– -$259K -3,775 Closed
LWM
1023
Lyell Wealth Management
California
– -$256K -3,731 Closed
QPW
1024
Quantum Private Wealth
Florida
– -$255K -3,720 Closed
APP
1025
Avantax Planning Partners
Iowa
– -$249K -3,628 Closed
39 40
41
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