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 %
IWP
1001
Icon Wealth Partners
Texas
– -$112K -1,683 Closed
AIM
1002
Acropolis Investment Management
Missouri
– -$112K -1,682 Closed
TFP
1003
Tilia Fiduciary Partners
North Carolina
– -$109K -1,634 Closed
FA
1004
Fiduciary Alliance
South Carolina
– -$80.9K -1,216 Closed
ODG
1005
O'Dell Group
Ohio
– -$79.8K -1,198 Closed
WP
1006
WealthPLAN Partners
Nebraska
– -$76.4K -1,148 Closed
TFM
1007
TFC Financial Management
Massachusetts
– -$62.6K -940 Closed
MCI
1008
MRP Capital Investments
Georgia
– -$60.2K -905 Closed
CA
1009
Crewe Advisors
Utah
– -$59.6K -895 Closed
CFO
1010
CVA Family Office
Colorado
– -$48.5K -728 Closed
VC
1011
Vestor Capital
Illinois
– -$44K -661 Closed
IAIM
1012
Industrial Alliance Investment Management
Quebec, Canada
– -$40K -600 Closed
BAM
1013
Bosun Asset Management
Illinois
– -$34K -511 Closed
GCM
1014
Gables Capital Management
Florida
– -$26.6K -400 Closed
CT
1015
Cambridge Trust
Massachusetts
– -$25.4K -381 Closed
SF
1016
Safeguard Financial
Wisconsin
– -$23K -354 Closed
ITFISA
1017
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
– -$20K -300 Closed
WAM
1018
Wolverine Asset Management
Illinois
– -$13.3K -200 Closed
PAI
1019
Pittenger & Anderson Inc
Nebraska
– -$13.3K -200 Closed
EC
1020
Elequin Capital
New York
– -$7.39K -111 Closed
VSQM
1021
V-Square Quantitative Management
Illinois
– -$6.79K -102 Closed
SFFS
1022
Stonehage Fleming Financial Services
Jersey
– -$6.32K -95 Closed
GG
1023
Gleason Group
Kentucky
– -$5.73K -86 Closed
RFG
1024
RFP Financial Group
Georgia
– -$4.99K -75 Closed
DI
1025
Disciplined Investments
Oklahoma
– -$4.79K -72 Closed
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