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 %
IF
726
Insight Folios
North Carolina
$219K +$219K +2,837 New
EWM
727
Evercore Wealth Management
New York
$218K +$218K +2,817 New
GRP
728
Global Retirement Partners
California
$218K +$60.6K +930 +39%
SWM
729
SilverOak Wealth Management
Minnesota
$216K +$216K +2,789 New
FFA
730
Fortune Financial Advisors
Kansas
$215K +$215K +2,781 New
SL
731
Stevard LLC
Illinois
$214K +$214K +2,763 New
FPAS
732
Focus Partners Advisor Solutions
Missouri
$213K -$153K -1,982 -42%
FG
733
Fairman Group
Pennsylvania
$213K +$213K +2,753 New
IA
734
IFG Advisory
Georgia
$213K +$213K +2,749 New
TSWM
735
Tyler-Stone Wealth Management
Ohio
$213K – – –
PA
736
Pinnacle Associates
New York
$212K +$212K +2,742 New
IWN
737
Independent Wealth Network
Iowa
$212K +$212K +2,735 New
NYLIM
738
New York Life Investment Management
New York
$211K -$225K -2,903 -52%
PVH
739
Psagot Value Holdings
Israel
$207K -$11.9K -150 -5%
CWM
740
Calamos Wealth Management
Illinois
$205K +$205K +2,647 New
WPC
741
Wedmont Private Capital
Pennsylvania
$204K +$204K +2,946 New
MWM
742
Merriman Wealth Management
Washington
$203K +$203K +2,622 New
MFG
743
Magnus Financial Group
New York
$202K +$202K +2,614 New
BJL
744
Brighton Jones LLC
Washington
$202K -$735K -9,503 -78%
CIA
745
Caerus Investment Advisors
Texas
$202K +$202K +2,610 New
GTAM
746
Global Trust Asset Management
Florida
$201K +$11K +142 +6%
NIM
747
Northeast Investment Management
Massachusetts
$201K +$201K +2,600 New
AWM
748
Aries Wealth Management
Maine
$201K +$201K +2,600 New
MIS
749
Morningstar Investment Services
Illinois
$201K +$201K +2,524 New
SCM
750
Stevens Capital Management
Pennsylvania
$201K +$201K +2,603 New
28 29
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