XYZ

Block, Inc.
XYZ

Overview Fund Activity

1,121 hedge funds and large institutions have $33.8B invested in Block, Inc. in 2024 Q4 according to their latest regulatory filings, with 262 funds opening new positions, 364 increasing their positions, 342 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
+145
Holders Change %
+14.86%
% of All Funds
14.93%
Holding in Top 10
29
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16%
% of All Funds
0.39%
New
262
Increased
364
Reduced
342
Closed
95
Calls
$2.52B
Puts
$2.51B
Net Calls
+$11.6M
Net Calls Change
+$267M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$625M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$487M
3
Morgan Stanley
Morgan Stanley
New York
$1.66B
4
Citadel Advisors
Citadel Advisors
Florida
$215M
5
DIG
Dragoneer Investment Group
California
$436M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$320M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$109M
3
HCM
HMI Capital Management
California
$0
4
AIM
ARK Investment Management
Florida
$419M
5
DCP
D1 Capital Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LJCM
301
Lee Johnson Capital Management
Texas
$3.76M +$3.76M +44,209 New
Nordea Investment Management
302
Nordea Investment Management
Sweden
$3.73M +$199K +2,305 +6%
Axa
303
Axa
France
$3.68M +$2.82M +33,178 +328%
GIBU
304
Gulf International Bank (UK)
United Kingdom
$3.62M -$37.5K -441 -1%
CP
305
CenterBook Partners
Connecticut
$3.62M +$3.62M +42,596 New
TAA
306
TB Alternative Assets
Cayman Islands
$3.53M +$3.53M +41,529 New
Manulife (Manufacturers Life Insurance)
307
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.48M +$204K +2,386 +6%
OSAM
308
O'Shaughnessy Asset Management
Connecticut
$3.48M +$1.02M +12,001 +42%
ITFISA
309
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$3.47M +$197K +2,250 +6%
AWA
310
Arkadios Wealth Advisors
Georgia
$3.46M +$600K +7,054 +21%
PWP
311
Pursue Wealth Partners
California
$3.34M +$43.5K +512 +1%
CMI
312
Clare Market Investments
Texas
$3.31M +$1.06M +12,457 +47%
YWM
313
Yoder Wealth Management
California
$3.3M -$71.2K -838 -2%
PCM
314
Palisade Capital Management
New Jersey
$3.29M -$25.5K -300 -0.8%
CC
315
Chicago Capital
Illinois
$3.24M +$751K +8,834 +30%
TAM
316
Tocqueville Asset Management
New York
$3.21M -$15.7K -185 -0.5%
CS
317
Candriam SCA
Luxembourg
$3.17M +$324K +3,811 +11%
BS
318
Banco Santander
Spain
$3.16M -$575K -6,766 -15%
LG
319
Leuthold Group
Minnesota
$3.15M +$3.15M +37,091 New
TG
320
TCW Group
California
$3.15M +$3.15M +37,026 New
JSC
321
J. Stern & Co
United Kingdom
$3.11M +$268K +3,151 +9%
CM
322
Churchill Management
California
$3.1M +$833K +9,807 +37%
FCM
323
Fieldview Capital Management
Michigan
$3.07M +$3.07M +36,091 New
Principal Financial Group
324
Principal Financial Group
Iowa
$3.07M -$421K -4,955 -12%
LIP
325
Liontrust Investment Partners
United Kingdom
$3.06M +$3.06M +36,059 New
11 12
13
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