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 %
JF
1026
Jump Financial
Illinois
– -$660K -10,499 Closed
FA
1027
Fiducient Advisors
Illinois
– -$643K -10,229 Closed
MFA
1028
Morling Financial Advisors
California
– -$634K -10,095 Closed
GG
1029
Golden Green
South Carolina
– -$584K -9,292 Closed
WHG
1030
Westwood Holdings Group
Texas
– -$561K -8,930 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1031
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$534K -8,500 Closed
SCP
1032
Stamos Capital Partners
California
– -$505K -8,030 Closed
CM
1033
Capula Management
Cayman Islands
– -$505K -8,030 Closed
MCC
1034
Money Concepts Capital
Florida
– -$458K -7,291 Closed
DWM
1035
Darwin Wealth Management
Florida
– -$498K -6,946 Closed
SF
1036
Synovus Financial
Georgia
– -$391K -6,217 Closed
AG
1037
Algert Global
California
– -$375K -5,971 Closed
BC
1038
Bridgefront Capital
Texas
– -$359K -5,705 Closed
CIA
1039
Capital Impact Advisors
Massachusetts
– -$339K -5,401 Closed
GC
1040
Guggenheim Capital
Illinois
– -$327K -5,197 Closed
ACM
1041
AlphaStar Capital Management
North Carolina
– -$319K -5,081 Closed
WAM
1042
Werlinich Asset Management
Connecticut
– -$308K -4,895 Closed
FT
1043
Fiduciary Trust
Massachusetts
– -$297K -4,729 Closed
NW
1044
Naviter Wealth
Arkansas
– -$371K -4,589 Closed
UCMOK
1045
United Capital Management of KS
Kansas
– -$285K -4,535 Closed
NAM
1046
NorthCrest Asset Manangement
Minnesota
– -$284K -4,517 Closed
AIM
1047
Aigen Investment Management
New York
– -$283K -4,510 Closed
WB
1048
WesBanco Bank
West Virginia
– -$275K -4,385 Closed
SMH
1049
Sanders Morris Harris
Texas
– -$275K -4,370 Closed
GAMC
1050
Garner Asset Management Corp
Texas
– -$269K -4,285 Closed
40 41
42
43 44