XYZ

Block, Inc.
XYZ

Overview Fund Activity

1,059 hedge funds and large institutions have $32.5B invested in Block, Inc. in 2024 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 372 increasing their positions, 323 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,059
Holders Change
+38
Holders Change %
+3.72%
% of All Funds
15.35%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
158
Increased
372
Reduced
323
Closed
105
Calls
$2.43B
Puts
$2.46B
Net Calls
-$27.5M
Net Calls Change
-$538M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$608M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$181M
3
ECU
Egerton Capital (UK)
United Kingdom
+$161M
4
Coatue Management
Coatue Management
New York
+$148M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$137M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.61B
2
BlackRock
BlackRock
New York
-$425M
3
DIG
Dragoneer Investment Group
California
-$238M
4
AIM
ARK Investment Management
Florida
-$155M
5
Sands Capital Management
Sands Capital Management
Virginia
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
451
Stratos Wealth Advisors
Ohio
$924K +$36.9K +436 +4%
WAP
452
Wealthcare Advisory Partners
Pennsylvania
$898K +$11.8K +139 +1%
GC
453
Gilbert & Cook
Iowa
$888K +$78.4K +927 +10%
OC
454
Oppenheimer & Co
New York
$881K -$883K -10,435 -50%
PP
455
Paloma Partners
Connecticut
$877K +$682K +8,063 +350%
JAIC
456
Josh Arnold Investment Consultant
Minnesota
$869K +$869K +10,275 New
ASN
457
Advisory Services Network
Georgia
$867K -$10.6K -125 -1%
SGA
458
Seaport Global Advisors
Massachusetts
$866K -$919K -10,868 -51%
CIBC Private Wealth Group
459
CIBC Private Wealth Group
Georgia
$860K +$13.4K +164 +2%
RA
460
RFG Advisory
Alabama
$858K +$858K +10,143 New
FTDI
461
First Trust Direct Indexing
Massachusetts
$856K +$340K +4,014 +66%
G
462
Gainplan
Michigan
$851K +$851K +10,066 New
ACP
463
Aviance Capital Partners
Florida
$851K -$81.6K -965 -9%
IP
464
Interval Partners
New York
$846K +$846K +10,000 New
SO
465
STRS Ohio
Ohio
$844K +$844K +9,981 New
MS
466
Mizuho Securities
Japan
$840K +$229K +2,710 +38%
LC
467
LCNB Corp
Ohio
$828K +$828K +9,785 New
LA
468
LBP AM
France
$824K -$163K -1,923 -16%
O
469
Ossiam
France
$818K +$68.7K +812 +9%
PWM
470
Perigon Wealth Management
California
$815K +$5.75K +68 +0.7%
ADIM
471
Alpha DNA Investment Management
Maryland
$809K -$48.4K -572 -6%
CGIM
472
Capital Group Investment Management
Singapore
$808K -$98.8K -1,168 -11%
Axa
473
Axa
France
$805K +$83.7K +990 +12%
MYAM
474
Meiji Yasuda Asset Management
Japan
$790K +$155K +1,830 +24%
PAS
475
Park Avenue Securities
New York
$786K +$32.1K +379 +4%
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