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 %
BC
951
Barrett & Company
Rhode Island
$3.87K – – –
AEPWM
952
Atlantic Edge Private Wealth Management
Florida
$3.87K +$3.87K +50 New
BL
953
BFSG LLC
California
$3.87K +$3.87K +50 New
WTG
954
West Tower Group
Virginia
$3.87K -$3.94K -51 -50%
CQS
955
Credential Qtrade Securities
$3.87K +$3.87K +50 New
HWA
956
Heritage Wealth Advisors
Virginia
$3.79K – – –
JFA
957
JNBA Financial Advisors
Minnesota
$3.64K – – –
GWSA
958
Global Wealth Strategies & Associates
Colorado
$3.56K – – –
HFM
959
Hartford Financial Management
Connecticut
$3.33K – – –
BGAI
960
Bruce G. Allen Investments
Colorado
$3.33K +$3.33K +43 New
CMBA
961
C.M. Bidwell & Associates
Hawaii
$3.17K – – –
CWM
962
Cedar Wealth Management
California
$3.09K – – –
AWM
963
Abound Wealth Management
Tennessee
$3.02K -$10.8K -140 -78%
WIA
964
Wetzel Investment Advisors
Indiana
$3K +$3K +35 New
GBT
965
Grove Bank & Trust
Florida
$2.94K -$20.1K -260 -87%
VCM
966
Versant Capital Management
Arizona
$2.94K -$232 -3 -7%
CPG
967
Cornerstone Planning Group
New Jersey
$2.86K – – –
BAM
968
Bellevue Asset Management
Washington
$2.78K – – –
TF
969
Tompkins Financial
New York
$2.71K – – –
BC
970
Belmont Capital
California
$2.63K – – –
AWM
971
Atticus Wealth Management
Florida
$2.63K +$2.09K +27 +386%
MCM
972
MV Capital Management
Maryland
$2.55K +$851 +11 +50%
GJIA
973
Glass Jacobson Investment Advisors
Maryland
$2.32K – – –
WWM
974
Wolff Wiese Magana
California
$2.32K – – –
VAMG
975
Voisard Asset Management Group
Michigan
$2.32K +$2.32K +30 New
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39
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