XYZ

Block, Inc.
XYZ

Overview Fund Activity

987 hedge funds and large institutions have $24.9B invested in Block, Inc. in 2024 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 345 increasing their positions, 351 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-72
Holders Change %
-6.8%
% of All Funds
14.35%
Holding in Top 10
24
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-31.43%
% of All Funds
0.35%
New
116
Increased
345
Reduced
351
Closed
172
Calls
$1.51B
Puts
$1.49B
Net Calls
+$26.9M
Net Calls Change
+$54.4M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$582M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$409M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$204M
4
Millennium Management
Millennium Management
New York
+$167M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$133M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$592M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$546M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
4
Coatue Management
Coatue Management
New York
-$194M
5
TA
Trivest Advisors
Hong Kong
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPC
526
Banque Pictet & Cie
Switzerland
$477K – – –
AIA
527
Angeles Investment Advisors
California
$476K +$11.4K +176 +2%
IAA
528
Independent Advisor Alliance
North Carolina
$476K -$48.3K -749 -9%
KIA
529
Knollwood Investment Advisory
Maryland
$471K +$471K +7,306 New
RLWM
530
RF&L Wealth Management
Massachusetts
$469K – – –
MAS
531
Meeder Advisory Services
Ohio
$469K +$152K +2,363 +48%
SFA
532
Sequoia Financial Advisors
Ohio
$466K -$28.6K -444 -6%
WSFS
533
Wilmington Savings Fund Society
Delaware
$462K -$9.22K -143 -2%
CC
534
Corton Capital
Ontario, Canada
$461K +$55.5K +860 +14%
SC
535
Scotia Capital
Ontario, Canada
$461K -$27.7K -429 -6%
CF
536
Corebridge Financial
Texas
$460K +$460K +7,131 New
OTL
537
Oak Thistle LLC
New York
$454K +$454K +7,039 New
FFM
538
Forum Financial Management
Illinois
$452K +$25.4K +394 +6%
BCM
539
BTC Capital Management
Iowa
$452K +$73.5K +1,140 +19%
BJL
540
Brighton Jones LLC
Washington
$452K +$296K +4,587 +190%
GCC
541
Game Creek Capital
Massachusetts
$451K +$451K +7,000 New
CFM
542
Catalyst Funds Management
Australia
$451K +$451K +7,000 New
GC
543
Globeflex Capital
California
$450K +$123K +1,900 +37%
FRM
544
Fox Run Management
Connecticut
$449K -$357K -5,539 -44%
Acadian Asset Management
545
Acadian Asset Management
Massachusetts
$443K +$443K +6,880 New
FMLI
546
Fukoku Mutual Life Insurance
Japan
$443K -$9.67K -150 -2%
FAIM
547
Financial Advocates Investment Management
Washington
$437K -$76.7K -1,189 -15%
HCA
548
Harbor Capital Advisors
Illinois
$437K +$35.5K +550 +9%
TCM
549
Tran Capital Management
California
$436K – – –
MCC
550
Malaga Cove Capital
California
$432K +$153K +2,369 +55%
20 21
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