XYZ

Block, Inc.
XYZ

Overview Fund Activity

1,059 hedge funds and large institutions have $32.5B invested in Block, Inc. in 2024 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 372 increasing their positions, 323 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,059
Holders Change
+38
Holders Change %
+3.72%
% of All Funds
15.35%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
158
Increased
372
Reduced
323
Closed
105
Calls
$2.43B
Puts
$2.46B
Net Calls
-$27.5M
Net Calls Change
-$538M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$608M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$181M
3
ECU
Egerton Capital (UK)
United Kingdom
+$161M
4
Coatue Management
Coatue Management
New York
+$148M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$137M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.61B
2
BlackRock
BlackRock
New York
-$425M
3
DIG
Dragoneer Investment Group
California
-$238M
4
AIM
ARK Investment Management
Florida
-$155M
5
Sands Capital Management
Sands Capital Management
Virginia
-$152M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
751
Wealth Alliance
New York
$229K +$229K +2,712 New
GPA
752
Guerra Pan Advisors
New Jersey
$229K +$229K +2,704 New
ECG
753
EPIQ Capital Group
California
$228K -$30.1K -356 -12%
FFA
754
Farther Finance Advisors
California
$227K +$62.1K +762 +38%
APWM
755
Argonautica Private Wealth Management
Massachusetts
$225K +$225K +2,666 New
RWB
756
RMR Wealth Builders
New Jersey
$225K +$225K +2,655 New
OA
757
Oracle Alpha
Ontario, Canada
$224K -$214K -2,536 -49%
CWM
758
Calamos Wealth Management
Illinois
$224K – – –
GTAM
759
Global Trust Asset Management
Florida
$221K +$846 +10 +0.4%
IWN
760
Independent Wealth Network
Iowa
$221K -$10.4K -123 -4%
CIA
761
Caerus Investment Advisors
Texas
$221K – – –
CL
762
COWA LLC
Oklahoma
$220K +$220K +2,605 New
NIM
763
Northeast Investment Management
Massachusetts
$220K – – –
AWM
764
Aries Wealth Management
Maine
$220K – – –
MFG
765
Magnus Financial Group
New York
$220K -$1.44K -17 -0.7%
SPA
766
Sherbrooke Park Advisers
New York
$217K +$217K +2,561 New
CAM
767
CenterStar Asset Management
Illinois
$216K +$216K +2,548 New
AL
768
Arnhold LLC
New York
$215K +$215K +2,545 New
NYLIM
769
New York Life Investment Management
New York
$214K -$16.4K -194 -7%
DAS
770
Diversify Advisory Services
Utah
$213K +$213K +2,619 New
MFG
771
MidWestOne Financial Group
Iowa
$212K +$212K +2,506 New
PFS
772
Prospect Financial Services
New York
$210K +$210K +2,488 New
CM
773
Capula Management
Cayman Islands
$210K -$243K -2,871 -54%
FHA
774
First Horizon Advisors
Tennessee
$209K -$6.09K -72 -3%
SC
775
Sierra Capital
Florida
$209K +$209K +2,467 New
29 30
31
32 33