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 %
JC
651
JB Capital
Connecticut
$317K +$317K +4,104 New
JIP
652
Jaffetilchin Investment Partners
Florida
$315K +$315K +4,071 New
GT
653
Greenleaf Trust
Michigan
$314K +$314K +4,060 New
AWM
654
Accurate Wealth Management
Florida
$314K +$314K +4,624 New
MPW
655
Monterey Private Wealth
California
$312K +$312K +4,040 New
EWA
656
EP Wealth Advisors
California
$312K +$312K +4,038 New
MYLI
657
Meiji Yasuda Life Insurance
Japan
$312K +$312K +4,033 New
RSWM
658
Robertson Stephens Wealth Management
California
$311K +$311K +4,025 New
Empower Advisory Group
659
Empower Advisory Group
Colorado
$311K +$311K +4,015 New
UM
660
UniSuper Management
Australia
$309K +$15.5K +200 +5%
MA
661
MCF Advisors
Kentucky
$309K -$5.26K -68 -2%
GSEP
662
Golden State Equity Partners
California
$309K +$309K +3,989 New
SA
663
Sicart Associates
New York
$304K +$304K +3,930 New
SMH
664
Sanders Morris Harris
Texas
$302K -$51.8K -750 -15%
SIG
665
Sargent Investment Group
Maryland
$300K +$300K +3,875 New
GDP
666
Great Diamond Partners
Maine
$298K +$298K +3,856 New
SB
667
Strategic Blueprint
Georgia
$297K +$297K +3,844 New
VFA
668
Valeo Financial Advisors
Indiana
$297K +$297K +3,843 New
EDRH
669
Edmond de Rothschild Holding
Switzerland
$297K +$61.1K +790 +26%
HIA
670
Harbor Investment Advisory
Maryland
$295K -$3.95K -51 -1%
TCA
671
Transcend Capital Advisors
New Jersey
$291K +$291K +3,765 New
ECM
672
EMC Capital Management
Texas
$286K -$92.8K -1,200 -24%
MGIA
673
Moneta Group Investment Advisors
Missouri
$284K +$284K +3,673 New
IEFM
674
IQ EQ Fund Management
Ireland
$283K +$283K +3,665 New
HGERS
675
Householder Group Estate & Retirement Specialist
Arizona
$282K +$32.4K +420 +13%
25 26
27
28 29