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 %
Fifth Third Bancorp
851
Fifth Third Bancorp
Ohio
$50.9K -$2.45K -29 -5%
HCP
852
Hexagon Capital Partners
Arkansas
$50.2K -$17.8K -211 -26%
HWA
853
HHM Wealth Advisors
Tennessee
$50.2K +$254 +3 +0.5%
MFA
854
McClarren Financial Advisors
Pennsylvania
$50K – – –
QC
855
Quent Capital
New York
$49.8K +$2.03K +24 +4%
IPW
856
Impact Partnership Wealth
Georgia
$49.6K -$4.14K -49 -8%
A
857
AlphaQuest
New York
$48.6K +$48.6K +575 New
HCM
858
Highlander Capital Management
New Jersey
$47.5K – – –
NRG
859
Nemes Rush Group
Michigan
$43.1K – – –
MCM
860
Manchester Capital Management
Vermont
$42.8K – – –
AA
861
Addison Advisors
Vermont
$42.7K – – –
CFGS
862
Concourse Financial Group Securities
Alabama
$42.5K +$16.2K +191 +61%
CA
863
Continuum Advisory
Idaho
$42.2K +$42.2K +576 New
PA
864
PSI Advisors
Florida
$41.5K – – –
GWSG
865
GPS Wealth Strategies Group
Colorado
$39.9K – – –
FIM
866
Fernwood Investment Management
Massachusetts
$39.8K +$39.8K +470 New
CAM
867
Creekmur Asset Management
Illinois
$39.2K – – –
FUBT
868
First United Bank & Trust
Maryland
$38.1K – – –
SIA
869
Sit Investment Associates
Minnesota
$38K – – –
NS
870
NBC Securities
Alabama
$35K -$667 -8 -2%
MG
871
Mather Group
Illinois
$34.9K +$34.9K +451 New
PFBT
872
Parkside Financial Bank & Trust
Missouri
$34.7K +$9.3K +110 +37%
CIA
873
Cape Investment Advisory
Georgia
$33.8K -$10.1K -119 -23%
MSWM
874
Mowery & Schoenfeld Wealth Management
Illinois
$33.8K – – –
LI
875
LRI Investments
Florida
$33.8K +$33.8K +400 New
33 34
35
36 37