XYZ

Block, Inc.
XYZ

Overview Fund Activity

1,058 hedge funds and large institutions have $32.5B invested in Block, Inc. in 2024 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 372 increasing their positions, 322 reducing their positions, and 105 closing their positions.

Holders
1,058
Holders Change
+38
Holders Change %
+3.73%
% of All Funds
15.34%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.51%
New
158
Increased
372
Reduced
322
Closed
105
Calls
$2.43B
Puts
$2.46B
Net Calls
-$27.5M
Net Calls Change
-$538M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.48B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$698M
3
ECU
3
Egerton Capital (UK)
United Kingdom
$161M
4
Coatue Management
4
Coatue Management
New York
$194M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$194M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.46B
2
BlackRock
2
BlackRock
New York
$2.51B
3
DIG
3
Dragoneer Investment Group
California
$287M
4
AIM
4
ARK Investment Management
Florida
$850M
5
Sands Capital Management
5
Sands Capital Management
Virginia
$1.01B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.09B 36,511,250 +318,549 +0.9%
BlackRock
2
BlackRock
New York
$2.51B 29,646,740 -5,022,819 -14%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.48B 29,344,059 +7,193,864 +32%
Morgan Stanley
4
Morgan Stanley
New York
$1.46B 17,258,190 -18,978,600 -52%
Capital World Investors
5
Capital World Investors
California
$1.11B 13,096,614 +582,826 +5%
Sands Capital Management
6
Sands Capital Management
Virginia
$1.01B 11,947,814 -1,801,180 -13%
State Street
7
State Street
Massachusetts
$995M 11,765,963 +242,256 +2%
AIM
8
ARK Investment Management
Florida
$850M 10,054,329 -1,833,299 -15%
Sumitomo Mitsui Trust Group
9
Sumitomo Mitsui Trust Group
Japan
$825M 9,756,991 -620,982 -6%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$724M 8,558,211 -6,295 -0.1%
NAMA
11
Nikko Asset Management Americas
New York
$707M 8,358,071 -624,791 -7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$703M 8,324,132 +340,465 +4%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$698M 8,256,659 +2,134,111 +35%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$677M 8,005,685 -71,386 -0.9%
Norges Bank
15
Norges Bank
Norway
$640M 7,566,247 +727,257 +11%
Baillie Gifford & Co
16
Baillie Gifford & Co
United Kingdom
$585M 6,921,254 +986,252 +17%
LPC
17
Lone Pine Capital
Connecticut
$570M 6,735,935 +129,666 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$397M 4,690,658 +6,090 +0.1%
Ameriprise
19
Ameriprise
Minnesota
$362M 4,284,994 -62,983 -1%
Bank of America
20
Bank of America
North Carolina
$339M 4,003,695 +426,241 +12%
BCM
21
Bares Capital Management
Texas
$337M 3,985,479 -501,772 -11%
DIG
22
Dragoneer Investment Group
California
$287M 3,389,097 -2,808,919 -45%
American Century Companies
23
American Century Companies
Missouri
$286M 3,385,306 +858,856 +34%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$280M 3,309,513 +21,762 +0.7%
HCM
25
HMI Capital Management
California
$251M 2,969,816 – –
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