XYZ

Block, Inc.
XYZ

Overview Fund Activity

963 hedge funds and large institutions have $20B invested in Block, Inc. in 2022 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 330 increasing their positions, 380 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
963
Holders Change
-57
Holders Change %
-5.59%
% of All Funds
16.65%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
88
Increased
330
Reduced
380
Closed
132
Calls
$1.94B
Puts
$2.25B
Net Calls
-$316M
Net Calls Change
+$112M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$216M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$160M
3
Tiger Global Management
Tiger Global Management
New York
+$157M
4
Norges Bank
Norges Bank
Norway
+$90.4M
5
WRCM
Whale Rock Capital Management
Massachusetts
+$88.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$242M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$217M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$169M
4
Goldman Sachs
Goldman Sachs
New York
-$143M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$86.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
376
Kestra Private Wealth Services
Texas
$1.21M +$167K +3,030 +16%
HI
377
Harbour Investments
Wisconsin
$1.21M – – –
AAS
378
Avantax Advisory Services
Texas
$1.2M -$5.78K -105 -0.5%
AI
379
Atria Investments
North Carolina
$1.2M -$163K -2,969 -12%
Cerity Partners
380
Cerity Partners
New York
$1.19M +$598K +10,865 +101%
CI
381
CX Institutional
Indiana
$1.18M +$1.18M +21,392 +19,807%
P
382
Pitcairn
Pennsylvania
$1.18M +$33.8K +615 +3%
CIBC Asset Management
383
CIBC Asset Management
Ontario, Canada
$1.17M +$3.63K +66 +0.3%
DADC
384
D.A. Davidson & Co
Montana
$1.17M -$10.6K -193 -0.9%
AWA
385
Aaron Wealth Advisors
Illinois
$1.17M +$896K +16,290 +330%
TVWM
386
Tower View Wealth Management
Wisconsin
$1.17M +$495 +9 +0%
BRWA
387
B. Riley Wealth Advisors
Florida
$1.15M -$446K -8,095 -28%
DILIC
388
Dai-ichi Life Insurance Company
Japan
$1.15M -$550K -10,000 -32%
LAI
389
Legal Advantage Investments
California
$1.13M – – –
JG
390
Jefferies Group
New York
$1.11M -$1.06M -19,295 -49%
Fifth Third Bancorp
391
Fifth Third Bancorp
Ohio
$1.11M +$1.21K +22 +0.1%
Verition Fund Management
392
Verition Fund Management
Connecticut
$1.1M -$720K -13,081 -40%
CWP
393
CFM Wealth Partners
Texas
$1.1M +$47.5K +863 +4%
IP
394
Intellectus Partners
California
$1.09M +$24.6K +448 +2%
CUAMC
395
China Universal Asset Management Company
China
$1.08M +$165K +3,000 +18%
Impax Asset Management Group
396
Impax Asset Management Group
United Kingdom
$1.08M -$93.4K -1,698 -8%
AWA
397
Alta Wealth Advisors
Massachusetts
$1.06M +$1.37K +25 +0.1%
WAM
398
Weiss Asset Management
Massachusetts
$1.05M -$16.5K -300 -2%
BCM
399
Bienville Capital Management
New York
$1.04M – – –
BCM
400
BlueMar Capital Management
Florida
$1.04M – – –
14 15
16
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