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 %
SFG
576
Synergy Financial Group
California
$451K -$13.2K -171 -3%
PPP
577
Private Portfolio Partners
New Jersey
$451K – – –
JHCP
578
Jackson Hole Capital Partners
Oklahoma
$450K +$450K +5,819 New
IA
579
IFP Advisors
Florida
$449K +$91.6K +1,184 +26%
WLG
580
Williamson Legacy Group
Indiana
$443K +$443K +5,724 New
TVAMP
581
Tennessee Valley Asset Management Partners
Tennessee
$441K +$441K +5,700 New
OAM
582
Ostrum Asset Management
France
$438K +$331K +4,279 +309%
NP
583
Nilsine Partners
Colorado
$438K -$51.1K -661 -10%
WT
584
Whittier Trust
California
$437K +$185K +2,393 +73%
CIM
585
CIM Investment Management
Pennsylvania
$435K – – –
SFP
586
Sweet Financial Partners
Minnesota
$434K +$29.8K +385 +7%
CGH
587
Crossmark Global Holdings
Texas
$430K -$27.7K -358 -6%
CIAS
588
Capital Investment Advisory Services
North Carolina
$430K -$19.2K -248 -4%
VCP
589
Verus Capital Partners
Arizona
$429K -$7.27K -94 -2%
DWT
590
Dorsey & Whitney Trust
South Dakota
$425K +$425K +5,492 New
ACA
591
Atlas Capital Advisors
Wyoming
$424K – – –
DAS
592
Dynamic Advisor Solutions
Arizona
$424K +$12.1K +180 +3%
BPA
593
Beacon Pointe Advisors
California
$422K -$154K -1,992 -27%
CAM
594
Covenant Asset Management
New Jersey
$420K -$42.5K -550 -9%
FBC
595
Fairfield, Bush & Co
Connecticut
$418K -$46.8K -605 -10%
WA
596
WP Advisors
California
$416K +$15.5K +200 +4%
MWA
597
Moser Wealth Advisors
Washington
$415K +$8.66K +112 +2%
CM
598
Capula Management
Cayman Islands
$414K +$414K +5,355 New
KOC
599
Koss-Olinger Consulting
Florida
$414K +$414K +5,358 New
CCA
600
Cravens & Co Advisors
Tennessee
$409K -$1.16K -15 -0.3%
22 23
24
25 26