XYZ

Block, Inc.
XYZ

Overview Fund Activity

879 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, 326 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
879
Holders Change
-82
Holders Change %
-8.53%
% of All Funds
14.01%
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
326
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 %
EGM
201
Engineers Gate Manager
New York
$4.07M -$3.6M -81,357 -47%
UIM
202
USS Investment Management
United Kingdom
$4.07M +$201K +4,545 +5%
US Bancorp
203
US Bancorp
Minnesota
$3.97M -$1.43M -32,365 -26%
Neuberger Berman Group
204
Neuberger Berman Group
New York
$3.93M +$1.98M +44,792 +102%
GVAG
205
Great Valley Advisor Group
Delaware
$3.86M -$51.2K -1,156 -1%
Group One Trading
206
Group One Trading
Illinois
$3.76M +$3.22M +72,791 +594%
GCM
207
Greenland Capital Management
New York
$3.72M +$3.18M +71,827 +583%
MMC
208
Mizuho Markets Cayman
Cayman Islands
$3.72M -$7.72M -174,404 -67%
Cambridge Investment Research Advisors
209
Cambridge Investment Research Advisors
Iowa
$3.71M +$332K +7,507 +10%
Brown Advisory
210
Brown Advisory
Maryland
$3.64M -$186M -4,210,903 -98%
CPIH
211
Consolidated Press International Holdings
Australia
$3.62M +$1.43M +32,306 +65%
IG
212
Ithaka Group
Virginia
$3.52M -$175K -3,965 -5%
C
213
Certuity
Florida
$3.36M +$3.22M +72,827 +2,289%
TCM
214
Tegean Capital Management
New York
$3.32M +$3.32M +75,000 New
LG
215
Lane Generational
Massachusetts
$3.19M +$920K +20,796 +41%
JPMPWA
216
J.P. Morgan Private Wealth Advisors
California
$3.17M -$138K -3,123 -4%
Mackenzie Financial
217
Mackenzie Financial
Ontario, Canada
$3.16M +$2M +47,774 +173%
BFM
218
Boothbay Fund Management
New York
$3.08M +$3.08M +69,688 New
CAM
219
ClariVest Asset Management
California
$3.07M -$3.72M -84,124 -55%
AQR Capital Management
220
AQR Capital Management
Connecticut
$3.07M -$1.88M -42,388 -38%
AIM
221
Achmea Investment Management
Netherlands
$3.04M -$55.9K -1,262 -2%
MSAM
222
Moloney Securities Asset Management
Missouri
$2.99M +$136K +3,074 +5%
Creative Planning
223
Creative Planning
Kansas
$2.95M -$279K -6,312 -9%
QCM
224
QRG Capital Management
Illinois
$2.94M +$2.94M +66,343 New
IHL
225
Investment House LLC
California
$2.86M -$5.75K -130 -0.2%
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9
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