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 %
BFIC
326
Bedell Frazier Investment Counselling
California
$2.06M -$139K -2,210 -6%
LGF
327
LGT Group Foundation
Liechtenstein
$2.03M +$329K +5,238 +19%
CMI
328
Clare Market Investments
Texas
$2.01M +$166K +2,647 +9%
CAPTRUST Financial Advisors
329
CAPTRUST Financial Advisors
North Carolina
$2.01M +$289K +4,591 +17%
BCM
330
Barrier Capital Management
California
$2M -$2.24M -35,700 -53%
CLOS
331
Compagnie Lombard Odier SCmA
Switzerland
$1.99M -$926K -14,732 -32%
Cetera Investment Advisers
332
Cetera Investment Advisers
Illinois
$1.93M +$484K +7,708 +34%
SW
333
SteelPeak Wealth
California
$1.91M -$931K -14,823 -33%
Corient Private Wealth
334
Corient Private Wealth
Florida
$1.91M +$1.91M +30,593 New
GI
335
GAMCO Investors
Connecticut
$1.87M -$28.3K -450 -1%
ACM
336
Aquatic Capital Management
Illinois
$1.85M -$5M -79,600 -73%
SC
337
Slow Capital
California
$1.83M +$295K +4,701 +19%
ETC
338
Exchange Traded Concepts
Oklahoma
$1.8M -$418K -6,644 -19%
AP
339
AtonRa Partners
Switzerland
$1.8M -$263K -4,183 -13%
Public Sector Pension Investment Board (PSP Investments)
340
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.8M +$1.8M +28,576 New
BMSSC
341
B. Metzler seel. Sohn & Co
Germany
$1.77M -$3.13M -49,768 -64%
ECM
342
ExodusPoint Capital Management
New York
$1.72M -$385K -6,126 -18%
RA
343
Rise Advisors
New York
$1.7M -$20.1K -320 -1%
SPIA
344
Steward Partners Investment Advisory
New York
$1.69M +$21.4K +340 +1%
JWWM
345
Johnson & White Wealth Management
Pennsylvania
$1.67M +$1.67M +19,320 New
Qube Research & Technologies (QRT)
346
Qube Research & Technologies (QRT)
United Kingdom
$1.64M -$24.8M -394,952 -94%
RPSA
347
Richard P. Slaughter Associates
Texas
$1.63M -$21.1K -335 -1%
WMC
348
Westwood Management Corporation
Illinois
$1.62M – – –
FDCDDQ
349
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.59M -$1.55M -24,738 -49%
IP
350
Intellectus Partners
California
$1.59M +$340K +5,415 +27%
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