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 %
SCM
426
Shelton Capital Management
Colorado
$993K -$69.1K -1,100 -7%
SUT
427
SC US (TTGP)
California
$988K – – –
ARC
428
Advisor Resource Council
Texas
$987K -$51.9K -826 -5%
FHA
429
Flagship Harbor Advisors
Massachusetts
$978K -$82.8K -1,318 -8%
HSA
430
Hussman Strategic Advisors
Maryland
$974K – – –
Bank Julius Baer & Co
431
Bank Julius Baer & Co
Switzerland
$950K +$150K +2,389 +19%
PAS
432
Park Avenue Securities
New York
$948K +$62.2K +989 +7%
AIM
433
Allen Investment Management
New York
$933K -$3.34M -53,158 -78%
ACP
434
Aviance Capital Partners
Florida
$933K -$694K -11,050 -43%
SCA
435
Snowden Capital Advisors
New York
$928K -$12.4K -198 -1%
AWM
436
Avitas Wealth Management
California
$927K +$4.34K +69 +0.5%
SWP
437
Stratos Wealth Partners
Ohio
$921K -$139K -2,208 -13%
ASN
438
Advisory Services Network
Georgia
$919K -$185K -2,942 -17%
ETCM
439
Evolutionary Tree Capital Management
Virginia
$905K -$200K -3,182 -18%
EH
440
Equitable Holdings
New York
$900K -$61.1K -973 -6%
HPG
441
Harvest Portfolios Group
Ontario, Canada
$874K +$874K +13,916 New
BAMF
442
BI Asset Management Fondsmaeglerselskab
Denmark
$865K +$249K +3,956 +40%
ZCA
443
Zeke Capital Advisors
Pennsylvania
$862K -$64.3K -1,023 -7%
Impax Asset Management Group
444
Impax Asset Management Group
United Kingdom
$855K -$374K -5,946 -30%
RSC
445
Red Spruce Capital
Pennsylvania
$854K +$11.7K +186 +1%
Principal Financial Group
446
Principal Financial Group
Iowa
$841K -$22.9M -365,033 -96%
SCA
447
Sassicaia Capital Advisers
New York
$817K +$817K +13,000 New
MFAM
448
Motley Fool Asset Management
Virginia
$816K -$28.8K -459 -3%
SA
449
Strategic Advisors
New York
$814K +$2.64K +42 +0.3%
SC
450
Sepio Capital
Utah
$813K -$864K -13,742 -52%
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