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.

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.8B 36,236,790 +20,734,850 +134%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.8B 36,192,701 +1,277,043 +4%
BlackRock
3
BlackRock
New York
$2.68B 34,669,559 +1,747,238 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.71B 22,150,195 +1,395,311 +7%
Sands Capital Management
5
Sands Capital Management
Virginia
$1.06B 13,748,994 -293,655 -2%
Capital World Investors
6
Capital World Investors
California
$968M 12,513,788 +212,218 +2%
AIM
7
ARK Investment Management
Florida
$920M 11,887,628 +1,000,514 +9%
State Street
8
State Street
Massachusetts
$891M 11,523,707 +507,100 +5%
Sumitomo Mitsui Trust Group
9
Sumitomo Mitsui Trust Group
Japan
$803M 10,377,973 +75,161 +0.7%
NAMA
10
Nikko Asset Management Americas
New York
$695M 8,982,862 +71,735 +0.8%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$662M 8,564,506 -2,566,821 -23%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$625M 8,077,071 -132,859 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$616M 7,983,667 +369,365 +5%
Norges Bank
14
Norges Bank
Norway
$529M 6,838,990 +1,201,468 +21%
LPC
15
Lone Pine Capital
Connecticut
$511M 6,606,269 +2,720,123 +70%
DIG
16
Dragoneer Investment Group
California
$479M 6,198,016 -2,773,911 -31%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$474M 6,122,548 +1,968,541 +47%
Baillie Gifford & Co
18
Baillie Gifford & Co
United Kingdom
$459M 5,935,002 +5,771,310 +3,526%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$362M 4,684,568 -123,192 -3%
BCM
20
Bares Capital Management
Texas
$347M 4,487,251 +87,826 +2%
Ameriprise
21
Ameriprise
Minnesota
$336M 4,347,977 +3,611,680 +491%
Citadel Advisors
22
Citadel Advisors
Florida
$279M 3,610,769 +2,939,733 +438%
Bank of America
23
Bank of America
North Carolina
$277M 3,577,454 +185,579 +5%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$254M 3,287,751 +1,748,508 +114%
Two Sigma Investments
25
Two Sigma Investments
New York
$239M 3,094,876 +1,460,619 +89%
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