XYZ

Block, Inc.
XYZ

Overview Fund Activity

987 hedge funds and large institutions have $24.9B invested in Block, Inc. in 2024 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 345 increasing their positions, 351 reducing their positions, and 172 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
987
Holders Change
-72
Holders Change %
-6.8%
% of All Funds
14.36%
Holding in Top 10
24
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-31.43%
% of All Funds
0.35%
New
116
Increased
345
Reduced
351
Closed
172
Calls
$1.51B
Puts
$1.49B
Net Calls
+$26.9M
Net Calls Change
+$54.4M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$582M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$409M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$204M
4
Millennium Management
Millennium Management
New York
+$167M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$133M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$592M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$546M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
4
Coatue Management
Coatue Management
New York
-$194M
5
TA
Trivest Advisors
Hong Kong
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
G
1026
Gainplan
Michigan
– -$851K -10,066 Closed
LA
1027
LBP AM
France
– -$824K -9,748 Closed
CGIM
1028
Capital Group Investment Management
Singapore
– -$808K -9,553 Closed
KA
1029
Kintegral Advisory
New York
– -$771K -9,111 Closed
JF
1030
Jump Financial
Illinois
– -$677K -8,002 Closed
LOAMU
1031
Lombard Odier Asset Management (USA)
New York
– -$634K -7,500 Closed
UM
1032
Ulysses Management
New York
– -$634K -7,500 Closed
CWP
1033
Cyndeo Wealth Partners
Florida
– -$610K -7,207 Closed
SSWM
1034
Sheets Smith Wealth Management
North Carolina
– -$576K -6,811 Closed
ONGA
1035
O'Neil Global Advisors
California
– -$574K -6,782 Closed
WLG
1036
Williamson Legacy Group
Indiana
– -$538K -6,364 Closed
AIG
1037
American International Group
New York
– -$531K -6,278 Closed
BL
1038
Balentine LLC
Georgia
– -$526K -6,222 Closed
NWMG
1039
National Wealth Management Group
Ohio
– -$518K -6,121 Closed
CCMG
1040
Clark Capital Management Group
Pennsylvania
– -$512K -6,049 Closed
PPP
1041
Private Portfolio Partners
New Jersey
– -$493K -5,826 Closed
SFG
1042
Synergy Financial Group
California
– -$490K -5,795 Closed
BHCM
1043
Brevan Howard Capital Management
Jersey
– -$448K -5,298 Closed
CCC
1044
Chesapeake Capital Corp
Florida
– -$429K -5,074 Closed
MUAMU
1045
Mitsubishi UFJ Asset Management (UK)
United Kingdom
– -$423K -5,000 Closed
GIA
1046
Gladstone Institutional Advisory
Florida
– -$419K -4,956 Closed
VCP
1047
Verus Capital Partners
Arizona
– -$408K -4,820 Closed
FBC
1048
Fairfield, Bush & Co
Connecticut
– -$399K -4,717 Closed
GC
1049
Guggenheim Capital
Illinois
– -$394K -4,660 Closed
PSP
1050
Principal Street Partners
Tennessee
– -$344K -4,207 Closed
40 41
42
43 44