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 %
VCM
376
Vetamer Capital Management
California
$1.36M -$227K -3,613 -14%
CC
377
Centiva Capital
New York
$1.35M +$373K +5,942 +38%
PCM
378
Penserra Capital Management
California
$1.35M -$840K -13,375 -38%
BAAM
379
Baker Avenue Asset Management
California
$1.34M +$1.34M +21,267 New
IP
380
Ignite Planners
California
$1.32M +$118K +1,402 +10%
TVWM
381
Tower View Wealth Management
Wisconsin
$1.31M -$19.4K -308 -1%
SPC
382
Sigma Planning Corp
Michigan
$1.29M -$187K -2,969 -13%
LAI
383
Legal Advantage Investments
California
$1.29M – – –
Cerity Partners
384
Cerity Partners
New York
$1.27M -$94.1K -1,498 -7%
TWC
385
TD Waterhouse Canada
Ontario, Canada
$1.27M +$82.6K +1,159 +7%
DADC
386
D.A. Davidson & Co
Montana
$1.26M -$72.5K -1,154 -5%
AFAS
387
Acorn Financial Advisory Services
Virginia
$1.26M -$313K -4,973 -20%
CUAMC
388
China Universal Asset Management Company
China
$1.23M – – –
AWM
389
AE Wealth Management
Kansas
$1.23M +$109K +1,730 +10%
CWP
390
CFM Wealth Partners
Texas
$1.22M -$38.6K -615 -3%
SA
391
SRN Advisors
Pennsylvania
$1.22M -$988K -15,725 -45%
BBHC
392
Brown Brothers Harriman & Co
New York
$1.22M +$176K +2,801 +17%
Baird Financial Group
393
Baird Financial Group
Wisconsin
$1.2M +$7.42K +118 +0.6%
CA
394
Cetera Advisors
Colorado
$1.2M +$39.3K +626 +3%
DILIC
395
Dai-ichi Life Insurance Company
Japan
$1.19M -$126K -2,000 -10%
X
396
Xponance
Pennsylvania
$1.18M +$540K +8,590 +84%
HI
397
Harbour Investments
Wisconsin
$1.17M -$60.1K -957 -5%
GL
398
GHE LLC
Tennessee
$1.17M +$14.5K +231 +1%
WTC
399
WhitTier Trust Company
Nevada
$1.15M +$40.8K +650 +4%
MIA
400
MMBG Investment Advisors
Florida
$1.14M – – –
14 15
16
17 18