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 %
SCM
1051
Schnieders Capital Management
California
– -$266K -4,226 Closed
MAM
1052
Meeder Asset Management
Ohio
– -$258K -4,101 Closed
CST
1053
Charles Schwab Trust
Nevada
– -$251K -4,000 Closed
TCM
1054
Teza Capital Management
Illinois
– -$229K -3,639 Closed
GKWIM
1055
Gerber Kawasaki Wealth & Investment Management
California
– -$224K -3,558 Closed
MCP
1056
Mirador Capital Partners
California
– -$222K -3,525 Closed
PA
1057
Pinnacle Associates
New York
– -$218K -3,464 Closed
CWA
1058
Canvas Wealth Advisors
Kansas
– -$248K -3,440 Closed
JAWM
1059
J. Arnold Wealth Management
Ohio
– -$211K -3,351 Closed
PWS
1060
Precision Wealth Strategies
Missouri
– -$207K -3,294 Closed
JWCA
1061
J.W. Cole Advisors
Florida
– -$203K -3,234 Closed
KFS
1062
Kaizen Financial Strategies
California
– -$217K -3,024 Closed
PG
1063
Proffitt & Goodson
Tennessee
– -$180K -2,860 Closed
PWM
1064
Prosperity Wealth Management
California
– -$132K -2,095 Closed
USCWA
1065
U.S. Capital Wealth Advisors
Texas
– -$127K -2,028 Closed
CS
1066
Comerica Securities
Michigan
– -$124K -1,970 Closed
OIM
1067
Oder Investment Management
California
– -$121K -1,927 Closed
SC
1068
Sierra Capital
Florida
– -$121K -1,918 Closed
SSG
1069
Summit Securities Group
New York
– -$94K -1,500 Closed
EE
1070
EWG Elevate
California
– -$93.6K -1,490 Closed
RFA
1071
Resurgent Financial Advisors
Georgia
– -$89.4K -1,422 Closed
FA
1072
Fiduciary Alliance
South Carolina
– -$73.6K -1,172 Closed
DFCM
1073
Dark Forest Capital Management
Puerto Rico
– -$68.3K -1,087 Closed
EWM
1074
Endurance Wealth Management
Rhode Island
– -$63K -1,000 Closed
HA
1075
Homestead Advisers
Virginia
– -$37.8K -601 Closed
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