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 %
KMWM
601
Keudell/Morrison Wealth Management
Oregon
$409K -$7.58K -98 -2%
CCB
602
Cutter & Co Brokerage
Missouri
$407K -$36K -466 -8%
KWA
603
Kingswood Wealth Advisors
California
$405K +$405K +5,231 New
TWP
604
Tempus Wealth Planning
California
$403K +$403K +5,212 New
PHK
605
Point72 Hong Kong
Hong Kong
$403K +$403K +5,210 New
OA
606
Oracle Alpha
Ontario, Canada
$401K +$401K +5,187 New
CM
607
Caption Management
Oklahoma
$400K -$451K -5,829 -53%
OIA
608
OneDigital Investment Advisors
Kansas
$398K +$42.1K +544 +12%
FCH
609
Freestone Capital Holdings
Washington
$397K +$6.96K +90 +2%
BP
610
Ballentine Partners
Massachusetts
$396K +$396K +5,124 New
WB
611
WesBanco Bank
West Virginia
$394K +$619 +8 +0.2%
EPA
612
Element Pointe Advisors
Florida
$394K +$309 +4 +0.1%
AAIM
613
American Assets Investment Management
California
$387K – – –
BL
614
Balentine LLC
Georgia
$386K +$386K +4,991 New
AC
615
Addison Capital
Pennsylvania
$382K – – –
CA
616
Carson Advisory
Georgia
$382K -$49.9K -645 -12%
WWM
617
Western Wealth Management
Colorado
$382K -$2.09K -27 -0.5%
EI
618
Ellevest Inc
New York
$381K +$381K +4,931 New
GFA
619
Gallagher Fiduciary Advisors
Illinois
$381K +$381K +4,925 New
PWM
620
Prosperity Wealth Management
California
$379K +$379K +4,895 New
CCM
621
Chiron Capital Management
Florida
$376K +$376K +4,865 New
YDMI
622
Y.D. More Investments
Israel
$372K +$40.9K +592 +12%
SC
623
Savant Capital
Illinois
$369K +$16.2K +209 +5%
CIP
624
Convergence Investment Partners
Florida
$369K +$369K +4,769 New
CIA
625
Concurrent Investment Advisors
Florida
$369K +$369K +4,767 New
23 24
25
26 27