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 %
LA
451
LBP AM
France
$903K +$521K +6,738 +137%
SP
452
SWS Partners
Ohio
$902K -$14.5K -188 -2%
OWMIAS
453
One Wealth Management Investment & Advisory Services
Florida
$892K +$892K +11,530 New
BG
454
Bahl & Gaynor
Ohio
$882K +$882K +11,401 New
VI
455
Vestcor Inc
New Brunswick, Canada
$865K -$8.97K -116 -1%
PI
456
PFG Investments
New York
$857K -$32.3K -418 -4%
ACP
457
Aviance Capital Partners
Florida
$853K +$17K +220 +2%
Marshall Wace
458
Marshall Wace
United Kingdom
$842K -$1.67M -21,641 -67%
ICP
459
Interchange Capital Partners
Pennsylvania
$840K +$200K +2,575 +31%
CC
460
Centiva Capital
New York
$838K -$2.67M -34,493 -76%
QWM
461
Quadcap Wealth Management
Texas
$836K +$836K +10,814 New
FFN
462
Focus Financial Network
Minnesota
$833K -$314K -4,062 -27%
KWM
463
Kingsview Wealth Management
Oregon
$832K +$473K +6,111 +131%
CGIM
464
Capital Group Investment Management
Singapore
$829K – – –
CIP
465
Chartwell Investment Partners
Pennsylvania
$827K +$827K +10,696 New
AP
466
AtonRa Partners
Switzerland
$823K -$235K -3,035 -22%
BC
467
BIT Capital
Germany
$812K -$2.18M -28,136 -73%
SWA
468
Stratos Wealth Advisors
Ohio
$811K +$53.4K +691 +7%
WAP
469
Wealthcare Advisory Partners
Pennsylvania
$811K -$91.6K -1,184 -10%
NFSG
470
Newbridge Financial Services Group
Florida
$809K +$56.2K +727 +7%
BBHC
471
Brown Brothers Harriman & Co
New York
$806K -$3.48K -45 -0.4%
AWM
472
Apollon Wealth Management
South Carolina
$805K +$239K +3,086 +42%
CIBC Private Wealth Group
473
CIBC Private Wealth Group
Georgia
$804K -$2.63K -34 -0.3%
Impax Asset Management Group
474
Impax Asset Management Group
United Kingdom
$803K -$265K -3,428 -25%
ASN
475
Advisory Services Network
Georgia
$802K -$1.12M -14,518 -58%
17 18
19
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