OK this is what you should do if you do not know the guy you should not let him do that if you are OK about it do if you did know him and you let him that's OK
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It typically indicates a desire for physical intimacy and can be a form of sexual contact. It is important to always communicate boundaries and ensure that both partners are comfortable with the level of intimacy. If you are uncomfortable with the gesture, clearly express your feelings to the person.
He wishes to cuddle you. Also it depends where his hand is, for example if it's upper back that's friend zone. If it's lower back, then....you get the point
Some people are just very intimate or touchy but if you feel uncomfertable then tell him and also, if he knows that you feel uncomfortable then that us not right.