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 %
CIBC Asset Management
401
CIBC Asset Management
Ontario, Canada
$1.14M -$198K -3,157 -15%
AA
402
ALPS Advisors
Colorado
$1.13M -$1.76K -28 -0.2%
BRWA
403
B. Riley Wealth Advisors
Florida
$1.11M -$204K -3,253 -16%
GPA
404
Garrison Point Advisors
California
$1.11M +$23.6K +375 +2%
Tudor Investment Corp
405
Tudor Investment Corp
Connecticut
$1.09M -$2.17M -34,554 -66%
BC
406
BIT Capital
Germany
$1.09M -$6.41M -101,973 -85%
Mercer Global Advisors
407
Mercer Global Advisors
Colorado
$1.09M +$29.3K +466 +3%
AC
408
Addison Capital
Pennsylvania
$1.09M +$741K +11,802 +214%
HLA
409
Hamilton Lane Advisors
Pennsylvania
$1.09M – – –
OQS
410
Occudo Quantitative Strategies
Florida
$1.06M +$1.06M +16,848 New
PWM
411
Perigon Wealth Management
California
$1.06M +$70.5K +1,122 +7%
KPWS
412
Kestra Private Wealth Services
Texas
$1.04M -$346K -5,510 -25%
NFSG
413
Newbridge Financial Services Group
Florida
$1.04M +$11.8K +187 +1%
BIM
414
Bridgecreek Investment Management
Oklahoma
$1.04M +$47.1K +750 +5%
ATPW
415
Ashton Thomas Private Wealth
Arizona
$1.04M -$36.1K -575 -3%
RIA
416
Realta Investment Advisors
Delaware
$1.03M -$38.6K -615 -4%
CB
417
Commerce Bank
Missouri
$1.03M -$8.67K -138 -0.8%
SAM
418
Sompo Asset Management
Japan
$1.03M +$25.1K +400 +3%
SIC
419
Salem Investment Counselors
North Carolina
$1.03M -$88.3K -1,405 -8%
BTWM
420
Baker Tilly Wealth Management
Wisconsin
$1.02M +$310K +4,941 +44%
TC
421
Titleist Capital
Texas
$1.01M -$46.4K -739 -4%
FA
422
FDx Advisors
Illinois
$1.01M +$13.4K +213 +1%
Comerica Bank
423
Comerica Bank
Texas
$1.01M -$41.6K -554 -4%
ACM
424
Alamar Capital Management
California
$999K -$15.2K -242 -1%
BIP
425
Bouvel Investment Partners
Pennsylvania
$994K +$38.7K +616 +4%
15 16
17
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