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 %
MSG
976
Main Street Group
Virginia
$2.24K +$2.24K +29 New
TC
977
Tacita Capital
Ontario, Canada
$2.17K – – –
CHA
978
Carmichael Hill & Associates
Maryland
$2.01K – – –
GEA
979
Glen Eagle Advisors
New Jersey
$2.01K – – –
AAG
980
Armstrong Advisory Group
Massachusetts
$1.93K -$25.1K -325 -93%
CFS
981
CGC Financial Services
Oregon
$1.93K – – –
SA
982
Scarborough Advisors
Maryland
$1.93K +$1.93K +25 New
AFWM
983
Abich Financial Wealth Management
Virginia
$1.93K +$1.93K +25 New
CWP
984
Concord Wealth Partners
Virginia
$1.86K -$5.49K -71 -75%
OP
985
ORG Partners
Indiana
$1.62K -$12.7K -164 -89%
CT
986
Cambridge Trust
Massachusetts
$1.55K +$1.55K +20 New
NSG
987
Nalls Sherbakoff Group
Tennessee
$1.39K -$1.39K -18 -50%
BWL
988
Bogart Wealth LLC
Virginia
$1.39K – – –
AssetMark Inc
989
AssetMark Inc
California
$1.39K +$1.39K +18 New
DPW
990
DiNuzzo Private Wealth
Pennsylvania
$1.32K +$1.32K +17 New
APC
991
Aspire Private Capital
North Carolina
$1.31K – – –
GIA
992
GHP Investment Advisors
Colorado
$1.24K +$155 +2 +14%
RCM
993
Richardson Capital Management
Wisconsin
$1.24K +$1.24K +16 New
CNBTD
994
Citizens National Bank Trust Department
Mississippi
$1.16K – – –
NFA
995
Northwest Financial Advisors
Virginia
$1.01K +$1.01K +13 New
TFGT
996
TS Financial Group (TSFG)
Illinois
$1K -$3.29K -46 -77%
GKIM
997
GW&K Investment Management
Massachusetts
$1K – – –
GCM
998
Gladius Capital Management
Illinois
$929 -$3.18M -41,140 -100%
DWA
999
Delos Wealth Advisors
Texas
$929 – – –
IRC
1000
Investors Research Corp
Georgia
$774 – – –
38 39
40
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