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 %
HCM
826
Highlander Capital Management
New Jersey
$43.5K -$7.74K -100 -15%
CIA
827
Cape Investment Advisory
Georgia
$40.1K +$32.4K +419 +419%
BTI
828
Blue Trust Inc
Georgia
$40K +$39K +879 +3,995%
NRG
829
Nemes Rush Group
Michigan
$39.4K -$72.7K -940 -65%
MCM
830
Manchester Capital Management
Vermont
$39.1K -$6.34K -82 -14%
AA
831
Addison Advisors
Vermont
$39.1K – – –
FWM
832
Focused Wealth Management
New York
$38.4K – – –
PA
833
PSI Advisors
Florida
$38K -$7.74K -100 -17%
HGA
834
Hobbs Group Advisors
South Carolina
$37.6K +$37.6K +486 New
GWSG
835
GPS Wealth Strategies Group
Colorado
$36.5K -$4.18K -54 -10%
CAM
836
Creekmur Asset Management
Illinois
$35.8K +$35.8K +463 New
SIA
837
Sit Investment Associates
Minnesota
$35K – – –
FUBT
838
First United Bank & Trust
Maryland
$34.8K +$34.8K +450 New
VL
839
Vima LLC
Michigan
$34K +$34K +440 New
NS
840
NBC Securities
Alabama
$33K – – –
T
841
Tidemark
California
$32.3K +$32.3K +418 New
HCM
842
Hollencrest Capital Management
California
$31.9K -$7.74K -100 -20%
RIM
843
Rakuten Investment Management
Japan
$31.3K +$31.3K +394 New
Acadian Asset Management
844
Acadian Asset Management
Massachusetts
$31K – – –
HPC
845
HM Payson & Co
Maine
$30.9K – – –
MSWM
846
Mowery & Schoenfeld Wealth Management
Illinois
$30.9K +$30.9K +400 New
PTC
847
Private Trust Company
Ohio
$30.2K -$55.1K -712 -65%
First Manhattan
848
First Manhattan
New York
$28.6K +$387 +5 +1%
TFIPS
849
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.1K +$27.1K +350 New
ADL
850
Asset Dedication LLC
California
$27K -$3.72K -50 -12%
32 33
34
35 36