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 %
EH
351
Equitable Holdings
New York
$1.74M -$85.4K -1,104 -5%
EAM
352
Evanson Asset Management
California
$1.74M – – –
CIC
353
Cornercap Investment Counsel
Georgia
$1.68M +$6.34K +82 +0.4%
OSAM
354
O'Shaughnessy Asset Management
Connecticut
$1.65M +$1.07M +13,802 +183%
CLOS
355
Compagnie Lombard Odier SCmA
Switzerland
$1.65M -$42.1K -544 -2%
PCM
356
Penserra Capital Management
California
$1.63M -$200K -2,590 -11%
SGA
357
Seaport Global Advisors
Massachusetts
$1.63M +$917K +11,855 +128%
MTIM
358
Marathon Trading Investment Management
Pennsylvania
$1.63M -$1.31M -16,989 -45%
IWC
359
Integrated Wealth Concepts
Massachusetts
$1.62M +$26.1K +338 +2%
OC
360
Oppenheimer & Co
New York
$1.61M +$163K +2,101 +11%
AAS
361
Avantax Advisory Services
Texas
$1.6M -$91.5K -1,183 -5%
LAI
362
Legal Advantage Investments
California
$1.59M -$7.74K -100 -0.5%
LC
363
Longitude (Cayman)
Cayman Islands
$1.59M +$619K +8,000 +64%
GAM
364
Gotham Asset Management
New York
$1.58M +$1.58M +20,415 New
P
365
Pitcairn
Pennsylvania
$1.56M +$27.4K +354 +2%
GL
366
GHE LLC
Tennessee
$1.55M -$5.72K -74 -0.4%
KPWS
367
Kestra Private Wealth Services
Texas
$1.54M +$58.3K +754 +4%
AI
368
AXS Investments
New York
$1.52M +$1.52M +19,694 New
HIS
369
Harvest Investment Services
Illinois
$1.52M +$1.52M +19,683 New
HI
370
Harbour Investments
Wisconsin
$1.5M +$269K +3,477 +22%
QCM
371
Quantinno Capital Management
New York
$1.5M +$163K +2,106 +12%
HH
372
HWG Holdings
Texas
$1.48M +$1.48M +19,183 New
BAMF
373
BI Asset Management Fondsmaeglerselskab
Denmark
$1.48M +$189K +2,447 +15%
DV
374
DAG Ventures
California
$1.48M +$1.48M +19,113 New
CTC (Chicago Trading Company)
375
CTC (Chicago Trading Company)
Illinois
$1.47M -$11.1M -143,213 -88%
13 14
15
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