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 %
OTL
401
Oak Thistle LLC
New York
$1.27M +$708K +9,157 +126%
CA
402
Cetera Advisors
Colorado
$1.26M -$144K -1,857 -10%
EF
403
Empowered Funds
Pennsylvania
$1.25M +$299K +3,863 +31%
FA
404
FDx Advisors
Illinois
$1.24M +$308K +3,978 +33%
Carson Wealth (CWM LLC)
405
Carson Wealth (CWM LLC)
Nebraska
$1.23M +$687K +8,882 +126%
GPA
406
Garrison Point Advisors
California
$1.23M -$69.6K -900 -5%
WS
407
Wedbush Securities
California
$1.22M -$179K -2,318 -13%
FHA
408
Flagship Harbor Advisors
Massachusetts
$1.21M -$54.3K -702 -4%
BC
409
Burney Company
Virginia
$1.21M +$1.21M +15,653 New
HPG
410
Harvest Portfolios Group
Ontario, Canada
$1.2M -$47.3K -612 -4%
TCM
411
Twin Capital Management
Pennsylvania
$1.2M +$1.2M +15,467 New
CWM
412
CIBC World Markets
New York
$1.18M +$1.18M +15,307 New
TC
413
TownSquare Capital
Utah
$1.18M -$1.13M -14,556 -49%
IHG
414
Insight Holdings Group
New York
$1.18M +$1.18M +15,200 New
AA
415
ALPS Advisors
Colorado
$1.17M -$228K -2,949 -16%
SC
416
Syon Capital
California
$1.17M +$1.17M +15,136 New
FIA
417
Foundations Investment Advisors
Arizona
$1.12M -$37.6K -564 -3%
RSC
418
Red Spruce Capital
Pennsylvania
$1.12M +$25.3K +327 +2%
TMAM
419
Tokio Marine Asset Management
Japan
$1.11M -$77.4K -1,000 -7%
HIP
420
HUB Investment Partners
Texas
$1.11M +$1.11M +14,301 New
AWM
421
Axxcess Wealth Management
California
$1.1M +$265K +3,429 +32%
TAM
422
Titleist Asset Management
Texas
$1.09M +$2.17K +28 +0.2%
SW
423
SteelPeak Wealth
California
$1.09M -$378K -4,891 -26%
MUAMU
424
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.08M -$387K -5,000 -26%
NP
425
Ninepoint Partners
Ontario, Canada
$1.06M -$116K -1,500 -10%
15 16
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