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 %
NHT
1051
New Hampshire Trust
New Hampshire
– -$67.3K -980 Closed
TWA
1052
TCI Wealth Advisors
Arizona
– -$57.4K -836 Closed
EL
1053
EMFO LLC
Florida
– -$54.9K -800 Closed
IBOK
1054
Independence Bank of Kentucky
Kentucky
– -$54.2K -790 Closed
AWM
1055
Accel Wealth Management
Iowa
– -$39.2K -571 Closed
RTC
1056
Riverview Trust Company
Washington
– -$22.8K -332 Closed
FCA
1057
Fortis Capital Advisors
Kansas
– -$17.2K -251 Closed
AF
1058
Arrow Financial
New York
– -$12.7K -185 Closed
PH
1059
Pinnacle Holdings
Oklahoma
– -$9.41K -137 Closed
BAM
1060
Byrne Asset Management
New Jersey
– -$9K -136 Closed
CIM
1061
Contravisory Investment Management
Massachusetts
– -$7.9K -115 Closed
M1FG
1062
Mach-1 Financial Group
Arkansas
– -$4.33M -105 Closed
PI
1063
PineBridge Investments
New York
– -$7K -102 Closed
BFPW
1064
BOK Financial Private Wealth
Colorado
– -$4.81K -70 Closed
OCM
1065
Orion Capital Management
California
– -$3.43K -50 Closed
AWM
1066
Activest Wealth Management
Florida
– -$2.88K -42 Closed
KM
1067
Kalos Management
Georgia
– -$2.47K -36 Closed
CAM
1068
Costello Asset Management
Pennsylvania
– -$2.06K -30 Closed
TCWA
1069
Ten Capital Wealth Advisors
Washington
– -$1.79K -26 Closed
1832 Asset Management
1070
1832 Asset Management
Ontario, Canada
– -$1.24K -18 Closed
SC
1071
Schubert & Co
Texas
– -$1.17K -17 Closed
PCM
1072
Pointe Capital Management
Michigan
– -$1.03K -15 Closed
TIM
1073
Tortoise Investment Management
New York
– -$892 -13 Closed
MBFW
1074
Morton Brown Family Wealth
Pennsylvania
– -$824 -12 Closed
GA
1075
GoalVest Advisory
New York
– -$824 -12 Closed
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