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 %
MIM
376
MetLife Investment Management
New Jersey
$1.46M -$22.8K -295 -2%
PP
377
Prudential plc
United Kingdom
$1.45M -$773 -10 -0.1%
RGI
378
River Global Investors
United Kingdom
$1.44M +$371K +4,803 +35%
Bank Julius Baer & Co
379
Bank Julius Baer & Co
Switzerland
$1.42M +$552K +7,130 +63%
VIM
380
Vinva Investment Management
Australia
$1.41M +$1.41M +17,741 New
SPIA
381
Steward Partners Investment Advisory
New York
$1.4M -$13.2K -171 -0.9%
WA
382
Wasatch Advisors
Utah
$1.39M -$18.6M -240,968 -93%
ACM
383
AlphaStar Capital Management
North Carolina
$1.37M -$140K -1,809 -9%
GC
384
Gould Capital
Washington
$1.36M -$12K -155 -0.9%
RIA
385
Realta Investment Advisors
Delaware
$1.36M +$208K +2,690 +18%
BIP
386
Bouvel Investment Partners
Pennsylvania
$1.36M +$33.2K +429 +2%
RG
387
Rathbones Group
United Kingdom
$1.36M +$38.6K +499 +3%
RJT
388
Raymond James Trust
Florida
$1.36M +$618K +7,996 +84%
BA
389
Bridgewater Associates
Connecticut
$1.36M – – –
PA
390
Procyon Advisors
Connecticut
$1.35M -$130K -1,680 -9%
DFC
391
DB Fitzpatrick & Co
Idaho
$1.35M +$1.78K +23 +0.1%
CIBC Asset Management
392
CIBC Asset Management
Ontario, Canada
$1.35M -$96.4K -1,246 -7%
IAS
393
Insigneo Advisory Services
Florida
$1.33M +$174K +2,253 +15%
GC
394
GFG Capital
Florida
$1.31M -$306K -3,958 -19%
MFAM
395
Motley Fool Asset Management
Virginia
$1.3M +$85.2K +1,102 +7%
HFA
396
Harbert Fund Advisors
Alabama
$1.3M +$1.3M +16,750 New
AWS
397
Atria Wealth Solutions
New York
$1.29M +$147K +1,897 +13%
SDH
398
Sloy Dahl & Holst
Washington
$1.28M – – –
BONH
399
Bank of New Hampshire
New Hampshire
$1.28M -$111K -1,435 -8%
SC
400
Sepio Capital
Utah
$1.27M -$688K -8,890 -35%
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