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.

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.55B 34,915,658 +585,801 +2%
BlackRock
2
BlackRock
New York
$1.46B 32,922,321 +3,196,878 +11%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$919M 20,754,884 -3,879,059 -16%
Morgan Stanley
4
Morgan Stanley
New York
$686M 15,501,940 -2,747,478 -15%
Sands Capital Management
5
Sands Capital Management
Virginia
$622M 14,042,649 -430,954 -3%
Viking Global Investors
6
Viking Global Investors
Connecticut
$545M 12,324,808 +12,324,808 New
Capital World Investors
7
Capital World Investors
California
$544M 12,301,570 +932,957 +8%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$493M 11,131,327 -5,461,885 -33%
State Street
9
State Street
Massachusetts
$488M 11,016,607 +141,041 +1%
AIM
10
ARK Investment Management
Florida
$482M 10,887,114 +160,179 +1%
Sumitomo Mitsui Trust Group
11
Sumitomo Mitsui Trust Group
Japan
$456M 10,302,812 -74,497 -0.7%
DIG
12
Dragoneer Investment Group
California
$397M 8,971,927 +4,286,536 +91%
NAMA
13
Nikko Asset Management Americas
New York
$394M 8,911,127 -25,513 -0.3%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$363M 8,209,930 -257,503 -3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$337M 7,614,302 +202,971 +3%
Norges Bank
16
Norges Bank
Norway
$250M 5,637,522 -876,065 -13%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$213M 4,807,760 +491,077 +11%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$202M 4,561,820 +3,322,541 +268%
BCM
19
Bares Capital Management
Texas
$195M 4,399,425 +11,376 +0.3%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$184M 4,154,007 -1,264,108 -23%
LPC
21
Lone Pine Capital
Connecticut
$172M 3,886,146 +3,886,146 New
HCM
22
HMI Capital Management
California
$157M 3,557,153 – –
Bank of America
23
Bank of America
North Carolina
$150M 3,391,875 -445,920 -12%
Northern Trust
24
Northern Trust
Illinois
$136M 3,065,636 +59,868 +2%
Legal & General Group
25
Legal & General Group
United Kingdom
$124M 2,791,750 -9,321 -0.3%
1
2 3 4 5