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 %
JPWM
501
Jamison Private Wealth Management
Georgia
$674K -$36K -466 -5%
SIM
502
Spark Investment Management
New York
$673K – – –
PFS
503
Prospera Financial Services
Texas
$670K +$83.8K +1,083 +14%
Axa
504
Axa
France
$659K -$85.3K -1,103 -11%
BFG
505
Berger Financial Group
Minnesota
$659K -$146K -1,887 -18%
PIM
506
Profit Investment Management
Maryland
$654K -$27.5K -356 -4%
SF
507
Synovus Financial
Georgia
$651K +$651K +8,420 New
HSA
508
Hussman Strategic Advisors
Maryland
$650K -$309K -4,000 -32%
DC
509
Davenport & Co
Virginia
$647K -$47.3K -611 -7%
MGP
510
Metis Global Partners
California
$645K -$399K -5,164 -38%
GIA
511
Gladstone Institutional Advisory
Florida
$641K +$641K +8,291 New
UCFA
512
United Capital Financial Advisors
Texas
$640K +$640K +8,280 New
CFB
513
Cullen/Frost Bankers
Texas
$631K -$75.2K -972 -11%
WWM
514
Westwood Wealth Management
California
$627K -$27.8K -360 -4%
PAI
515
Pittenger & Anderson Inc
Nebraska
$619K +$619K +8,000 New
FAIM
516
Financial Advocates Investment Management
Washington
$618K -$28.7K -371 -4%
AIA
517
Angeles Investment Advisors
California
$614K -$5.11K -66 -0.8%
JRP
518
Jasper Ridge Partners
California
$613K – – –
SS
519
Sunbelt Securities
Texas
$612K +$21.3K +275 +4%
RIA
520
Regal Investment Advisors
Michigan
$610K -$5.65K -73 -0.9%
OWA
521
Octavia Wealth Advisors
Ohio
$603K -$31.4K -406 -5%
S
522
SignatureFD
Georgia
$599K +$169K +2,185 +39%
AFG
523
Atomi Financial Group
New York
$594K +$594K +7,675 New
LNWWM
524
Laird Norton Wetherby Wealth Management
California
$593K +$173K +2,241 +41%
DI
525
DFPG Investments
Utah
$589K +$589K +8,578 New
19 20
21
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