XYZ

Block, Inc.
XYZ

Overview Fund Activity

1,020 hedge funds and large institutions have $31B invested in Block, Inc. in 2023 Q4 according to their latest regulatory filings, with 256 funds opening new positions, 302 increasing their positions, 328 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,020
Holders Change
+142
Holders Change %
+16.17%
% of All Funds
14.96%
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
328
Closed
101
Calls
$3.22B
Puts
$2.71B
Net Calls
+$511M
Net Calls Change
+$269M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.8B
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$459M
3
Ameriprise
3
Ameriprise
Minnesota
$336M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$238M
5
Citadel Advisors
5
Citadel Advisors
Florida
$279M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$52M
3
DIG
3
Dragoneer Investment Group
California
$479M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$5.68M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$662M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.1M +$302K +3,909 +1%
AC
127
Avory & Company
Florida
$20.9M +$330K +4,269 +2%
Schroder Investment Management Group
128
Schroder Investment Management Group
United Kingdom
$20.8M +$16.7M +215,885 +409%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$20.2M +$7.24M +90,670 +56%
First Trust Advisors
130
First Trust Advisors
Illinois
$20.1M +$6.56M +84,834 +49%
AIMCA
131
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$19.7M +$3.39M +43,873 +21%
MSV
132
MN Services Vermogensbeheer
Netherlands
$19.5M -$743K -9,600 -4%
SC
133
Shellback Capital
Massachusetts
$18.9M +$18.9M +244,429 New
SOMRS
134
State of Michigan Retirement System
Michigan
$18.7M +$6.19M +80,000 +50%
Treasurer of the State of North Carolina
135
Treasurer of the State of North Carolina
North Carolina
$18.6M +$182K +2,350 +1%
KHCM
136
Kettle Hill Capital Management
New York
$18M +$18M +232,142 New
TSS
137
Two Sigma Securities
New York
$17.9M +$4.06M +52,477 +29%
VAS
138
Vestmark Advisory Solutions
Massachusetts
$17.6M +$17.6M +227,477 New
PAMP
139
Polar Asset Management Partners
Ontario, Canada
$17.5M -$2.57M -33,200 -13%
PCH
140
Polar Capital Holdings
United Kingdom
$17.5M +$17.5M +226,096 New
Mitsubishi UFJ Asset Management
141
Mitsubishi UFJ Asset Management
Japan
$17.4M +$1.19M +17,398 +7%
Envestnet Asset Management
142
Envestnet Asset Management
Illinois
$17.4M +$1.25M +16,170 +8%
Capital Fund Management (CFM)
143
Capital Fund Management (CFM)
France
$17.3M -$65.7M -849,838 -79%
Asset Management One
144
Asset Management One
Japan
$17M -$257K -3,228 -1%
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$17M +$1.73M +22,405 +11%
Osaic Holdings
146
Osaic Holdings
Arizona
$16.8M -$1.22M -15,790 -7%
William Blair & Company
147
William Blair & Company
Illinois
$16.7M -$639K -8,266 -4%
VanEck Associates
148
VanEck Associates
New York
$16.7M +$4.97M +64,211 +42%
AAM
149
Advisors Asset Management
Colorado
$16.4M +$455K +5,882 +3%
Royal London Asset Management
150
Royal London Asset Management
United Kingdom
$16.3M +$215K +2,776 +1%
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