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 %
BFG
551
Bleakley Financial Group
New Jersey
$503K +$125K +1,620 +33%
NIP
552
Nicholas Investment Partners
California
$502K +$49.3K +638 +11%
YCM
553
Yousif Capital Management
Michigan
$498K +$19.9K +257 +4%
SCM
554
SOL Capital Management
Maryland
$493K +$493K +6,370 New
MC
555
Moors & Cabot
Massachusetts
$489K -$76.3K -987 -13%
SIC
556
Salem Investment Counselors
North Carolina
$489K -$66.1K -855 -12%
LBWM
557
Left Brain Wealth Management
Illinois
$487K +$487K +6,301 New
AIG
558
American International Group
New York
$481K -$12.8K -165 -3%
BTWM
559
Baker Tilly Wealth Management
Wisconsin
$480K -$64.1K -829 -12%
V
560
ViaWealth
Kansas
$479K – – –
GWM
561
Geneos Wealth Management
Colorado
$479K -$2.71K -35 -0.6%
NP
562
NorthRock Partners
Minnesota
$473K +$473K +6,112 New
FTDI
563
First Trust Direct Indexing
Massachusetts
$472K +$472K +6,101 New
QPBE
564
Quintet Private Bank (Europe)
Luxembourg
$471K +$332K +4,296 +239%
CCMG
565
Clark Capital Management Group
Pennsylvania
$468K -$77.4K -1,000 -14%
BFM
566
Boothbay Fund Management
New York
$465K -$4.93M -63,677 -91%
IWM
567
IHT Wealth Management
Illinois
$465K -$119K -1,544 -20%
HWAM
568
Hennion & Walsh Asset Management
New Jersey
$464K -$7.74K -100 -2%
TWC
569
TD Waterhouse Canada
Ontario, Canada
$464K -$54.3K -759 -10%
LCM
570
Lazari Capital Management
California
$463K -$21.3K -275 -4%
SSB
571
Sandy Spring Bank
Maryland
$462K – – –
UB
572
UMB Bank
Missouri
$453K +$16.8K +217 +4%
CF
573
Cantor Fitzgerald
New York
$453K +$453K +200 New
AAM
574
Azzad Asset Management
Virginia
$452K +$696 +9 +0.2%
CI
575
Cigna Investments
Connecticut
$452K +$6.34K +82 +1%
21 22
23
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