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 %
QL
1076
Quarry LP
New York
– -$37.3K -594 Closed
AWM
1077
Accurate Wealth Management
Florida
– -$41.3K -590 Closed
MWM
1078
MinichMacGregor Wealth Management
New York
– -$21.9K -349 Closed
RBC
1079
Romano Brothers & Co
Illinois
– -$21.3K -339 Closed
EC
1080
Elequin Capital
New York
– -$19.3K -307 Closed
GMA
1081
Glassy Mountain Advisors
Maryland
– -$19.1K -304 Closed
SC
1082
Solstein Capital
California
– -$17.3K -275 Closed
CA
1083
Corrado Advisors
New Jersey
– -$13.4K -213 Closed
ZIG
1084
Zullo Investment Group
Pennsylvania
– -$11.9K -190 Closed
MSCM
1085
McElhenny Sheffield Capital Management
Texas
– -$8.21K -160 Closed
KSWA
1086
Kathleen S. Wright Associates
Pennsylvania
– -$6K -100 Closed
GGI
1087
Godsey & Gibb Inc
Virginia
– -$6.28K -100 Closed
HNWAG
1088
High Net Worth Advisory Group
Florida
– -$6.28K -100 Closed
JC
1089
JCSD Capital
California
– -$6.28K -100 Closed
RFG
1090
RFP Financial Group
Georgia
– -$4.71K -75 Closed
FGAM
1091
Financial Gravity Asset Management
Texas
– -$39 -63 Closed
MPCL
1092
My Personal CFO LLC
Washington
– -$3.65K -58 Closed
BBPWM
1093
Blue Bell Private Wealth Management
Pennsylvania
– -$2.51K -40 Closed
JMF
1094
Johnson Midwest Financial
Iowa
– -$2K -25 Closed
MS
1095
Madden Securities
Texas
– -$1.45K -23 Closed
DWP
1096
Destiny Wealth Partners
Florida
– -$1.38K -22 Closed
JFGIW
1097
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$1.26K -20 Closed
AF
1098
Affiance Financial
Minnesota
– -$503 -8 Closed
TFA
1099
Transamerica Financial Advisors
Florida
– -$1K -5 Closed
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