XYZ

Block, Inc.
XYZ

Overview Fund Activity

1,021 hedge funds and large institutions have $31.1B invested in Block, Inc. in 2023 Q4 according to their latest regulatory filings, with 256 funds opening new positions, 302 increasing their positions, 329 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,021
Holders Change
+142
Holders Change %
+16.15%
% of All Funds
14.97%
Holding in Top 10
34
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+78.95%
% of All Funds
0.5%
New
256
Increased
302
Reduced
329
Closed
101
Calls
$3.22B
Puts
$2.71B
Net Calls
+$511M
Net Calls Change
+$269M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.8B
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$459M
3
Ameriprise
Ameriprise
Minnesota
$336M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$238M
5
Citadel Advisors
Citadel Advisors
Florida
$279M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$0
2
VOYA Investment Management
VOYA Investment Management
Georgia
$52M
3
DIG
Dragoneer Investment Group
California
$479M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$5.68M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$662M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
301
Clarity Capital Partners
California
$2.7M +$2.7M +34,843 New
CAPTRUST Financial Advisors
302
CAPTRUST Financial Advisors
North Carolina
$2.66M +$583K +7,537 +28%
MIG
303
McGuire Investment Group
Rhode Island
$2.65M -$4.72K -61 -0.2%
DA
304
Duality Advisers
Florida
$2.63M -$2.32M -29,943 -47%
Swedbank
305
Swedbank
Sweden
$2.61M -$7.74K -100 -0.3%
RFM
306
Royal Fund Management
Florida
$2.59M -$365K -4,718 -12%
MCA
307
Martin Capital Advisors
Texas
$2.57M -$11.1K -143 -0.4%
Balyasny Asset Management
308
Balyasny Asset Management
Illinois
$2.54M -$71.2K -921 -3%
Neuberger Berman Group
309
Neuberger Berman Group
New York
$2.49M -$4.38M -56,643 -64%
JAM
310
Jupiter Asset Management
United Kingdom
$2.48M -$955K -12,347 -28%
HCA
311
Harbor Capital Advisors
Illinois
$2.48M -$218K -2,823 -8%
NMC
312
Nine Masts Capital
Hong Kong
$2.46M +$2.46M +31,808 New
VMPIC
313
Varma Mutual Pension Insurance Co
Finland
$2.42M +$2.42M +31,300 New
CUAMC
314
China Universal Asset Management Company
China
$2.4M +$2.4M +31,000 New
SA
315
SRN Advisors
Pennsylvania
$2.39M -$1.48M -19,148 -38%
ZDA
316
Zweig-DiMenna Associates
New York
$2.34M – – –
AAIS
317
ABN AMRO Investment Solutions
$2.27M -$98.3K -1,271 -4%
Corient Private Wealth
318
Corient Private Wealth
Florida
$2.21M -$181K -2,345 -8%
IIM
319
INTECH Investment Management
Florida
$2.19M -$730K -9,439 -25%
VPIM
320
Vanguard Personalized Indexing Management
California
$2.19M +$163K +2,111 +8%
IP
321
Intellectus Partners
California
$2.17M -$6.19K -80 -0.3%
M&T Bank
322
M&T Bank
New York
$2.16M -$586K -7,570 -21%
CM
323
CastleKnight Management
New York
$2.15M +$2.15M +27,800 New
LAM
324
LECAP Asset Management
United Kingdom
$2.13M +$2.13M +27,601 New
Wealth Enhancement Advisory Services
325
Wealth Enhancement Advisory Services
Minnesota
$2.13M -$55K -711 -3%
11 12
13
14 15