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 %
IWA
776
Icon Wealth Advisors
Texas
$131K +$131K +1,690 New
JSC
777
J. Stern & Co
United Kingdom
$130K +$130K +1,997 New
TC
778
Truvestments Capital
Florida
$129K -$4.49K -58 -3%
AIM
779
Acropolis Investment Management
Missouri
$127K +$127K +1,647 New
CHC
780
City Holding Co
West Virginia
$124K -$24.8K -320 -17%
BEI
781
Benjamin Edwards Inc
Missouri
$117K -$7.66K -99 -6%
CI
782
CAZ Investments
Texas
$116K – – –
NICM
783
Neo Ivy Capital Management
New York
$113K +$113K +1,455 New
OIA
784
Optimum Investment Advisors
Illinois
$110K +$98.6K +1,275 +850%
GC
785
Garde Capital
Washington
$100K +$100K +1,297 New
CSS
786
Cubist Systematic Strategies
Connecticut
$99.4K -$45.8M -592,615 -100%
EWA
787
EverSource Wealth Advisors
Alabama
$90.5K -$40.1K -519 -31%
TPCW
788
TD Private Client Wealth
New York
$90.3K +$35.5K +459 +65%
LS
789
Livforsakringsbolaget Skandia
Sweden
$88.3K +$41.9K +542 +90%
WIM
790
Westside Investment Management
California
$85.2K +$3.87K +50 +5%
CAL
791
Capital Advisors Ltd
Ohio
$85K +$462 +6 +0.5%
CTC
792
Central Trust Company
Missouri
$80.2K +$2.55K +33 +3%
CAS
793
Coppell Advisory Solutions
Texas
$80.1K +$80.1K +1,036 New
QL
794
Quarry LP
New York
$79.7K +$20K +258 +33%
ANBT
795
American National Bank & Trust
Texas
$79.1K +$774 +10 +1%
MHR
796
Matthew Hamilton Rosenberg
$78.4K -$9.51K -123 -11%
HFS
797
Hantz Financial Services
Michigan
$78K -$78 -1 -0.1%
WT
798
Washington Trust
Rhode Island
$77.4K -$1.24K -16 -2%
MAWCM
799
Mine & Arao Wealth Creation & Management
California
$77.4K -$1.01K -13 -1%
SAI
800
Systematic Alpha Investments
New Jersey
$77.4K – – –
30 31
32
33 34