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 %
CL
551
Choreo LLC
Illinois
$429K +$429K +6,712 New
CGH
552
Crossmark Global Holdings
Texas
$426K – – –
BFG
553
Bleakley Financial Group
New Jersey
$418K -$8.38K -130 -2%
SW
554
Simplicity Wealth
New Jersey
$418K -$8.71K -135 -2%
RIA
555
Regal Investment Advisors
Michigan
$418K -$100K -1,558 -19%
OR
556
Olympiad Research
Connecticut
$416K +$416K +6,443 New
BCI
557
Brinker Capital Investments
Pennsylvania
$411K -$330K -5,112 -45%
OPS
558
Orion Portfolio Solutions
Nebraska
$411K -$330K -5,112 -45%
PCM
559
Prelude Capital Management
New York
$409K +$409K +6,335 New
NP
560
Nilsine Partners
Colorado
$408K -$17.7K -274 -4%
B
561
Barings
North Carolina
$405K +$405K +6,287 New
NP
562
NorthRock Partners
Minnesota
$403K +$10.4K +161 +3%
MC
563
Moors & Cabot
Massachusetts
$403K -$59.3K -920 -13%
CIA
564
Concurrent Investment Advisors
Florida
$399K +$147K +2,275 +58%
WKSWA
565
White Knight Strategic Wealth Advisors
New Jersey
$398K +$15.5K +240 +4%
DFCM
566
Dark Forest Capital Management
Puerto Rico
$397K +$397K +6,160 New
SSB
567
Sandy Spring Bank
Maryland
$394K – – –
MWA
568
Moser Wealth Advisors
Washington
$394K +$4.45K +69 +1%
OWA
569
Octavia Wealth Advisors
Ohio
$392K -$60.4K -936 -13%
JC
570
JB Capital
Connecticut
$392K +$8K +124 +2%
OQS
571
Occudo Quantitative Strategies
Florida
$382K +$382K +5,921 New
DAS
572
Dynamic Advisor Solutions
Arizona
$378K -$15.8K -245 -4%
CI
573
Cigna Investments
Connecticut
$377K -$4.06K -63 -1%
DA
574
Doliver Advisors
Texas
$375K +$375K +5,816 New
WIM
575
WealthPlan Investment Management
Nebraska
$373K -$45.9K -711 -11%
21 22
23
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