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 %
BCM
676
BluePointe Capital Management
California
$278K +$278K +3,591 New
WMP
677
Wealth Management Partners
Arizona
$277K +$277K +3,575 New
WPIC
678
White Pine Investment Company
Michigan
$275K +$275K +3,560 New
LW
679
Libra Wealth
California
$275K +$275K +3,554 New
HFM
680
Harvest Fund Management
China
$274K +$274K +3,547 New
MWA
681
Meridian Wealth Advisors
Texas
$274K +$274K +3,539 New
SBIA
682
Sheaff Brock Investment Advisors
Indiana
$273K +$273K +3,532 New
SMC
683
Smith, Moore & Co
Missouri
$269K +$269K +3,475 New
OAM
684
Oxford Asset Management
United Kingdom
$265K +$265K +3,430 New
PCS
685
Personal CFO Solutions
New Jersey
$264K +$264K +3,418 New
GC
686
Guggenheim Capital
Illinois
$263K -$1.17M -15,076 -82%
AC
687
Avestar Capital
New York
$263K +$263K +3,399 New
EWM
688
Empirical Wealth Management
Washington
$263K +$263K +3,395 New
SAM
689
Secure Asset Management
Michigan
$262K +$262K +3,383 New
SB
690
Simmons Bank
Arkansas
$255K +$255K +3,300 New
PIA
691
Perennial Investment Advisors
California
$255K +$255K +3,299 New
HAG
692
HighPoint Advisor Group
Illinois
$254K +$254K +3,069 New
WP
693
Woodline Partners
California
$254K -$140K -1,808 -36%
KLCM
694
KG&L Capital Management
Louisiana
$249K +$249K +3,225 New
LFA
695
Legacy Financial Advisors
Kentucky
$248K +$248K +3,208 New
OR
696
Olympiad Research
Connecticut
$246K +$246K +3,178 New
PWG
697
Portside Wealth Group
Utah
$245K +$245K +3,165 New
ARC
698
Advisor Resource Council
Texas
$245K +$245K +3,164 New
DZ Bank
699
DZ Bank
Germany
$245K -$29.3K -375 -11%
CWM
700
Cornerstone Wealth Management
Missouri
$244K +$244K +3,153 New
26 27
28
29 30