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 %
AWA
426
Arete Wealth Advisors
Illinois
$1.06M +$107K +1,384 +11%
CC
427
Cipher Capital
New York
$1.05M +$148K +1,910 +16%
SFA
428
Sequoia Financial Advisors
Ohio
$1.05M +$1.05M +13,590 New
HWM
429
HB Wealth Management
Georgia
$1.05M +$160K +2,072 +18%
OMC
430
Old Mission Capital
Illinois
$1.03M -$1.98M -25,578 -66%
Verition Fund Management
431
Verition Fund Management
Connecticut
$1.02M -$256K -3,315 -20%
SWP
432
Stratos Wealth Partners
Ohio
$1.01M -$30.6K -396 -3%
SC
433
Saltoro Capital
Texas
$1.01M +$1.01M +13,000 New
IMCOOI
434
Investment Management Corp of Ontario (IMCO)
Canada
$994K +$994K +12,848 New
BRWA
435
B. Riley Wealth Advisors
Florida
$982K -$87.6K -1,132 -8%
QT
436
Quantbot Technologies
New York
$981K -$3.33M -43,105 -77%
MAM
437
Maytree Asset Management
Hong Kong
$970K +$970K +12,539 New
BWG
438
Boomfish Wealth Group
Georgia
$969K +$969K +12,527 New
SA
439
Strategic Advisors
New York
$965K -$1.16K -15 -0.1%
Allspring Global Investments
440
Allspring Global Investments
North Carolina
$964K +$956K +12,353 +11,654%
DPAM
441
Degroof Petercam Asset Management
Belgium
$959K +$959K +12,398 New
AFAS
442
Acorn Financial Advisory Services
Virginia
$950K -$587K -7,592 -38%
JFG
443
Jefferies Financial Group
New York
$944K -$17.3M -224,265 -95%
DS
444
DRW Securities
Illinois
$937K +$937K +12,112 New
ECM
445
ExodusPoint Capital Management
New York
$930K -$1.17M -15,081 -56%
CMTU
446
Capital Markets Trading (UK)
United Kingdom
$929K +$929K +12,005 New
MWM
447
Moran Wealth Management
Florida
$923K +$923K +11,931 New
GCA
448
Guardian Capital Advisors
Ontario, Canada
$919K +$919K +13,255 New
CC
449
Corton Capital
Ontario, Canada
$917K +$917K +11,861 New
DADC
450
D.A. Davidson & Co
Montana
$903K -$13.7K -177 -1%
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