XYZ

Block, Inc.
XYZ

Overview Fund Activity

996 hedge funds and large institutions have $25B invested in Block, Inc. in 2022 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 294 increasing their positions, 400 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
996
Holders Change
+33
Holders Change %
+3.43%
% of All Funds
16.07%
Holding in Top 10
34
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+41.67%
% of All Funds
0.55%
New
167
Increased
294
Reduced
400
Closed
115
Calls
$2.36B
Puts
$2.47B
Net Calls
-$110M
Net Calls Change
+$205M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$794M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$427M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$207M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$97M
5
Holocene Advisors
Holocene Advisors
New York
+$94.3M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$225M
2
Tiger Global Management
Tiger Global Management
New York
-$121M
3
Morgan Stanley
Morgan Stanley
New York
-$77M
4
WRCM
Whale Rock Capital Management
Massachusetts
-$76.7M
5
Goldman Sachs
Goldman Sachs
New York
-$73.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
301
KBC Group
Belgium
$2.54M – – –
WT
302
Whittier Trust
California
$2.54M -$148K -2,359 -6%
IC
303
IEQ Capital
California
$2.54M -$335K -5,325 -12%
TAM
304
Tocqueville Asset Management
New York
$2.52M -$6.28K -100 -0.2%
SI
305
Stephens Inc
Arkansas
$2.5M +$490K +7,797 +24%
AIM
306
Achmea Investment Management
Netherlands
$2.45M +$676K +11,477 +38%
HV
307
HST Ventures
Utah
$2.41M +$2.41M +38,308 New
AAF
308
Andra AP-fonden
Sweden
$2.39M -$421K -6,700 -15%
TCM
309
True Capital Management
California
$2.38M +$2.38M +37,832 New
ACM
310
Atika Capital Management
New York
$2.36M +$2.36M +37,592 New
FCI
311
Financial Counselors Inc
Kansas
$2.35M +$417K +6,641 +22%
PCM
312
PenderFund Capital Management
British Columbia, Canada
$2.31M -$91K -1,070 -4%
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$2.29M -$303K -4,825 -12%
Wealthfront Advisers
314
Wealthfront Advisers
California
$2.24M +$859K +13,667 +62%
CSS
315
Cubist Systematic Strategies
Connecticut
$2.21M -$11.8M -188,521 -84%
MS
316
Mizuho Securities
Japan
$2.2M +$1.81M +28,866 +468%
ZDA
317
Zweig-DiMenna Associates
New York
$2.19M +$1.44M +22,966 +193%
GC
318
GFG Capital
Florida
$2.14M -$18.3K -147 -0.8%
B
319
Bensler
Washington
$2.14M +$308K +4,898 +17%
VIA
320
Vident Investment Advisory
Georgia
$2.14M -$485K -7,723 -19%
PCM
321
Prana Capital Management
Connecticut
$2.13M +$2.13M +33,874 New
MCA
322
Martin Capital Advisors
Texas
$2.11M +$481K +7,655 +29%
Nordea Investment Management
323
Nordea Investment Management
Sweden
$2.1M -$14.2M -228,819 -87%
Mackenzie Financial
324
Mackenzie Financial
Ontario, Canada
$2.1M +$274K +4,367 +15%
RCW
325
Rheos Capital Works
Japan
$2.09M – – –
11 12
13
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