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
+$1.6B
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$446M
3
Ameriprise
Ameriprise
Minnesota
+$279M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$238M
5
Citadel Advisors
Citadel Advisors
Florida
+$227M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$545M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$301M
3
DIG
Dragoneer Investment Group
California
-$215M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$202M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
326
Fisher Asset Management
Washington
$2.12M -$1.11M -14,355 -34%
MSE
327
MUFG Securities EMEA
United Kingdom
$2.11M -$844K -10,906 -29%
CMI
328
Clare Market Investments
Texas
$2.11M +$326K +4,218 +18%
AWM
329
Avitas Wealth Management
California
$2.11M +$645K +8,339 +44%
CCM
330
Cinctive Capital Management
New York
$2.1M -$510K -6,593 -20%
CS
331
Candriam SCA
Luxembourg
$2.1M +$34K +440 +2%
EI
332
Ethic Inc
New York
$2.03M +$296K +3,832 +17%
ITFISA
333
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$2M +$2M +25,900 New
AGAM
334
Audent Global Asset Management
California
$2M -$179K -2,319 -8%
CII
335
Capital International Inc
California
$1.99M +$145K +1,870 +8%
EP
336
Edgestream Partners
New Jersey
$1.98M +$1.98M +25,605 New
Northwestern Mutual Wealth Management
337
Northwestern Mutual Wealth Management
Wisconsin
$1.96M +$121K +1,563 +7%
Teacher Retirement System of Texas
338
Teacher Retirement System of Texas
Texas
$1.95M -$1.31M -16,922 -40%
CCM
339
Campbell Capital Management
Florida
$1.93M +$1.93M +25,000 New
MIC
340
Maxi Investments CY
Cyprus
$1.92M – – –
GIA
341
Gateway Investment Advisers
Ohio
$1.86M +$943K +12,185 +102%
IAN
342
Integrated Advisors Network
Texas
$1.86M +$999K +12,916 +116%
AWM
343
AE Wealth Management
Kansas
$1.86M +$1.02M +15,692 +122%
DWM
344
Drive Wealth Management
Utah
$1.85M +$257K +3,320 +16%
Cerity Partners
345
Cerity Partners
New York
$1.84M +$658K +8,510 +56%
RPSA
346
Richard P. Slaughter Associates
Texas
$1.81M -$87.9K -1,137 -5%
Bank of Nova Scotia
347
Bank of Nova Scotia
Ontario, Canada
$1.81M +$1.07M +13,897 +147%
SCM
348
Shelton Capital Management
Colorado
$1.79M +$1.79M +23,100 New
IFWM
349
Institute for Wealth Management
Colorado
$1.78M +$138K +1,784 +8%
WAM
350
Weinberger Asset Management
California
$1.74M +$77 +1 +0%
12 13
14
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