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 %
PGWM
626
Pitti Group Wealth Management
New York
$367K -$41K -530 -10%
ECU
627
Eisler Capital (UK)
United Kingdom
$365K +$365K +4,725 New
SW
628
SVB Wealth
Massachusetts
$363K -$143K -1,848 -28%
SFI
629
Siemens Fonds Invest
Germany
$363K -$72.6K -938 -17%
AWA
630
Aaron Wealth Advisors
Illinois
$362K +$362K +4,674 New
CPA
631
Cardiff Park Advisors
California
$358K +$358K +4,634 New
CPL
632
CAP Partners LLC
Tennessee
$356K +$356K +4,602 New
SSWM
633
Sheets Smith Wealth Management
North Carolina
$354K +$354K +4,583 New
NA
634
NewEdge Advisors
Louisiana
$353K +$193K +2,765 +120%
Envestnet Portfolio Solutions
635
Envestnet Portfolio Solutions
Illinois
$349K +$349K +4,515 New
SSG
636
Summit Securities Group
New York
$348K -$348K -4,504 -50%
AWE
637
Avidian Wealth Enterprises
Texas
$343K +$343K +4,430 New
ATPW
638
Ashton Thomas Private Wealth
Arizona
$342K -$340K -4,401 -50%
ODG
639
O'Dell Group
Ohio
$342K +$342K +4,422 New
MCC
640
Malaga Cove Capital
California
$334K +$334K +4,324 New
ECM
641
Evergreen Capital Management
Washington
$333K +$333K +4,305 New
CCM
642
Conway Capital Management
California
$330K +$330K +4,270 New
PPWP
643
Premier Path Wealth Partners
New Jersey
$329K +$329K +4,250 New
SBLIC
644
Security Benefit Life Insurance Company
Kansas
$328K +$328K +4,245 New
BFS
645
Bradley Foster & Sargent
Connecticut
$324K -$10.7K -138 -3%
BA
646
Bluesphere Advisors
Pennsylvania
$321K +$321K +4,146 New
MAS
647
Meeder Advisory Services
Ohio
$320K -$57.2K -740 -15%
PA
648
Parallel Advisors
California
$320K -$77.7K -1,004 -20%
PWPS
649
Pinnacle Wealth Planning Services
Ohio
$318K +$318K +4,113 New
CG
650
Caprock Group
Idaho
$318K +$318K +4,107 New
24 25
26
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