Block Inc
1,029 hedge funds and large institutions have $31.1B invested in Block Inc in 2023 Q4 according to their latest regulatory filings, with 257 funds opening new positions, 305 increasing their positions, 332 reducing their positions, and 101 closing their positions.
154% more first-time investments, than exits
New positions opened: 257 | Existing positions closed: 101
89% more capital invested
Capital invested by funds: $16.5B → $31.1B (+$14.6B)
79% more funds holding in top 10
Funds holding in top 10: 19 → 34 (+15)
19% more call options, than puts
Call options by funds: $3.24B | Put options by funds: $2.71B
16% more funds holding
Funds holding: 886 → 1,029 (+143)
5.03% more ownership
Funds ownership: 67.61% → 72.64% (+5%)
8% less repeat investments, than reductions
Existing positions increased: 305 | Existing positions reduced: 332
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.17B |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$326M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$204M |
| 4 |
Two Sigma Advisers
New York
|
+$174M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$166M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$545M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$220M |
| 3 |
DIG
Dragoneer Investment Group
San Francisco,
California
|
-$157M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$148M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$145M |
XYZ Hedge Fund Activity: Q4 2023 in Review
1,029 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q4 2023, worth a combined $31.1B — up 89% from $16.5B a quarter earlier.
Buyers outnumbered sellers: 257 funds opened new XYZ positions and 101 closed out — a net gain of 156 holders — while 305 added to existing stakes and 332 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.17B. The largest seller was Viking Global Investors, exiting entirely with an estimated $545M sold.
- 1,029 institutional investors held Block Inc (XYZ) as of Q4 2023, up from 886 in Q3 2023.
- Funds reported $31.1B of Block Inc stock for Q4 2023, up 89% quarter-over-quarter.
- 257 funds opened new Block Inc positions in Q4 2023 and 101 closed out, a net change of +156 holders.
- The largest Block Inc buyer in Q4 2023 was Morgan Stanley, an estimated $1.17B added.
- The largest Block Inc seller in Q4 2023 was Viking Global Investors, an estimated $545M sold.
Based on aggregated 13F filings for Q4 2023.