XYZ

Block, Inc.
XYZ

Overview Fund Activity

878 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, 325 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
878
Holders Change
-82
Holders Change %
-8.54%
% of All Funds
14%
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
325
Closed
164
Calls
$1.4B
Puts
$1.16B
Net Calls
+$242M
Net Calls Change
-$73.1M

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$545M
2
DIG
2
Dragoneer Investment Group
California
$397M
3
LPC
3
Lone Pine Capital
Connecticut
$172M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$202M
5
BlackRock
5
BlackRock
New York
$1.46B

Top Sellers

1
Coatue Management
1
Coatue Management
New York
$36.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$493M
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
Brown Advisory
4
Brown Advisory
Maryland
$3.64M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$919M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pictet Asset Management
126
Pictet Asset Management
Switzerland
$11.5M +$11.5M +259,688 New
WA
127
Wasatch Advisors
Utah
$11.5M +$1.92M +43,340 +20%
DAM
128
Deepwater Asset Management
Minnesota
$11.4M +$2.67M +60,438 +31%
TI
129
Tidal Investments
Wisconsin
$11.3M -$345K -7,787 -3%
Vontobel Holding
130
Vontobel Holding
Switzerland
$11.2M +$1.77M +39,891 +19%
Treasurer of the State of North Carolina
131
Treasurer of the State of North Carolina
North Carolina
$10.5M +$53.6K +1,210 +0.5%
JFG
132
Jefferies Financial Group
New York
$10.5M +$8.96M +202,415 +594%
Mitsubishi UFJ Asset Management
133
Mitsubishi UFJ Asset Management
Japan
$10.4M +$1.36M +30,623 +15%
Osaic Holdings
134
Osaic Holdings
Arizona
$10.3M -$1.47M -33,205 -12%
LWM
135
Long Walk Management
Connecticut
$10.2M -$4.43M -100,000 -30%
EAM
136
Erste Asset Management
Austria
$10.2M -$885K -20,000 -8%
William Blair & Company
137
William Blair & Company
Illinois
$9.92M -$314K -7,097 -3%
Asset Management One
138
Asset Management One
Japan
$9.62M -$138K -3,120 -1%
D.E. Shaw & Co
139
D.E. Shaw & Co
New York
$9.52M -$55.8M -1,261,100 -85%
Millennium Management
140
Millennium Management
New York
$9.45M -$53.6M -1,212,045 -85%
AIMCA
141
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.35M – – –
Royal London Asset Management
142
Royal London Asset Management
United Kingdom
$9.22M +$399K +9,009 +5%
Envestnet Asset Management
143
Envestnet Asset Management
Illinois
$9.22M -$14.4M -325,736 -61%
OAC
144
OMERS Administration Corp
Ontario, Canada
$9.18M +$2.14M +48,304 +30%
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$9.14M +$805K +14,276 +10%
AAM
146
Advisors Asset Management
Colorado
$9.11M -$89.9K -2,031 -1%
Victory Capital Management
147
Victory Capital Management
Texas
$9.06M +$46.7K +1,056 +0.5%
SG Americas Securities
148
SG Americas Securities
New York
$8.95M +$8.62M +194,684 +2,561%
Stifel Financial
149
Stifel Financial
Missouri
$8.86M +$1.92M +43,421 +28%
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$8.75M +$222K +5,026 +3%
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