XYZ

Block, Inc.
XYZ

Overview Fund Activity

986 hedge funds and large institutions have $27.2B invested in Block, Inc. in 2023 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 334 increasing their positions, 356 reducing their positions, and 115 closing their positions.

Holders
986
Holders Change
-10
Holders Change %
-1%
% of All Funds
15.78%
Holding in Top 10
30
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.76%
% of All Funds
0.48%
New
128
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
1
Fidelity Investments
Massachusetts
$2.34B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$510M
3
Coatue Management
3
Coatue Management
New York
$678M
4
DIG
4
Dragoneer Investment Group
California
$214M
5
Capital World Investors
5
Capital World Investors
California
$777M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$346M
2
BCM
2
Bares Capital Management
Texas
$279M
3
AM
3
Atreides Management
Massachusetts
$0
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$162M
5
Goldman Sachs
5
Goldman Sachs
New York
$140M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.44B 35,588,326 +626,912 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.34B 34,101,321 +13,794,397 +68%
BlackRock
3
BlackRock
New York
$1.71B 24,959,534 -592,256 -2%
Morgan Stanley
4
Morgan Stanley
New York
$1.55B 22,546,805 +752,455 +3%
Sands Capital Management
5
Sands Capital Management
Virginia
$1.03B 14,949,238 -807,130 -5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$963M 14,031,179 +603,601 +4%
Fisher Asset Management
7
Fisher Asset Management
Washington
$778M 11,330,245 -29,727 -0.3%
Capital World Investors
8
Capital World Investors
California
$777M 11,313,363 +1,931,042 +21%
State Street
9
State Street
Massachusetts
$762M 11,099,136 +236,506 +2%
AIM
10
ARK Investment Management
Florida
$719M 10,470,931 +1,467,630 +16%
Coatue Management
11
Coatue Management
New York
$678M 9,882,541 +4,509,095 +84%
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$668M 9,733,484 +1,243,014 +15%
NAMA
13
Nikko Asset Management Americas
New York
$551M 8,205,524 +1,237,427 +18%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$548M 7,988,062 +461,450 +6%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$510M 7,434,204 +5,432,787 +271%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$390M 5,685,675 +189,718 +3%
Norges Bank
17
Norges Bank
Norway
$374M 5,451,600 -181,028 -3%
Capital International Investors
18
Capital International Investors
California
$346M 5,038,062 +1,658,269 +49%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$346M 5,036,827 -3,370,734 -40%
Bank of America
20
Bank of America
North Carolina
$317M 4,620,741 +1,468,879 +47%
BCM
21
Bares Capital Management
Texas
$279M 4,062,403 -2,544,371 -39%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$266M 3,878,949 -74,016 -2%
Brown Advisory
23
Brown Advisory
Maryland
$257M 3,745,890 +786,230 +27%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$232M 3,384,238 +461,972 +16%
HCM
25
HMI Capital Management
California
$218M 3,173,676 – –
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