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 %
AFP
701
Ausdal Financial Partners
Iowa
$244K +$244K +3,152 New
WWP
702
Waypoint Wealth Partners
California
$243K +$243K +3,140 New
KCM
703
KRS Capital Management
Michigan
$242K -$252K -3,257 -51%
PIA
704
Powell Investment Advisors
Florida
$240K +$240K +3,097 New
CAM
705
Claret Asset Management
Quebec, Canada
$238K +$238K +3,075 New
FCI
706
Financial Counselors Inc
Kansas
$238K +$238K +3,076 New
TPW
707
Transatlantique Private Wealth
New York
$237K +$237K +3,067 New
HWM
708
Howard Wealth Management
Connecticut
$237K +$237K +3,058 New
ECG
709
EPIQ Capital Group
California
$236K +$236K +3,057 New
EP
710
Eudaimonia Partners
Tennessee
$235K +$235K +3,040 New
MFGM
711
Marshall Financial Group (Maryland)
Maryland
$234K +$234K +3,030 New
CPIG
712
Chicago Partners Investment Group
Illinois
$234K -$83.3K -1,331 -26%
AF
713
Allworth Financial
California
$230K +$123K +1,584 +114%
Lido Advisors
714
Lido Advisors
California
$230K -$152K -1,966 -40%
KCM
715
Kathmere Capital Management
Pennsylvania
$228K +$228K +2,949 New
XT
716
XTX Topco
Cayman Islands
$228K -$428K -5,527 -65%
SAM
717
Simplify Asset Management
Nevada
$228K +$228K +2,947 New
VAM
718
Vienna Asset Management
California
$227K +$227K +3,144 New
KA
719
Kovack Advisors
Florida
$227K +$227K +2,930 New
HW
720
Hamilton Wealth
California
$226K +$226K +2,923 New
DGAM
721
Desjardins Global Asset Management
Quebec, Canada
$226K +$3.09K +40 +1%
SAM
722
Silvercrest Asset Management
New York
$224K +$224K +2,900 New
NWM
723
Napa Wealth Management
California
$223K +$223K +2,883 New
TRCT
724
Tower Research Capital (TRC)
New York
$222K -$4.59M -59,305 -95%
CCM
725
Canal Capital Management
Virginia
$222K +$222K +2,866 New
27 28
29
30 31