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 %
NYLIM
476
New York Life Investment Management
New York
$669K +$24.5K +390 +4%
SWA
477
SOA Wealth Advisors
New York
$668K -$72.6K -1,156 -10%
TMAM
478
Tokio Marine Asset Management
Japan
$668K +$36.6K +582 +6%
SWM
479
SeaCrest Wealth Management
New York
$666K -$17.5K -278 -3%
JF
480
Jump Financial
Illinois
$660K -$2.95M -47,001 -82%
BPA
481
Beacon Pointe Advisors
California
$652K -$87.6K -1,394 -12%
S
482
SignatureFD
Georgia
$652K +$70.1K +1,115 +12%
TRCT
483
Tower Research Capital (TRC)
New York
$649K -$1.18M -18,852 -65%
FA
484
Fiducient Advisors
Illinois
$643K +$643K +10,229 New
WAP
485
Wealthcare Advisory Partners
Pennsylvania
$642K +$75.7K +1,205 +13%
LTI
486
Laffer Tengler Investments
Tennessee
$642K -$43.7K -696 -6%
SC
487
Scotia Capital
Ontario, Canada
$638K -$124K -1,966 -16%
RIA
488
Regal Investment Advisors
Michigan
$637K -$94.8K -1,508 -13%
SLI
489
Sumitomo Life Insurance
Japan
$636K -$33.1K -527 -5%
SPA
490
Sherbrooke Park Advisers
New York
$635K +$635K +10,100 New
MFA
491
Morling Financial Advisors
California
$634K – – –
FFN
492
Focus Financial Network
Minnesota
$633K +$18.9K +300 +3%
UCFA
493
United Capital Financial Advisors
Texas
$631K -$144K -2,299 -19%
DM
494
Diker Management
New York
$628K – – –
PVH
495
Psagot Value Holdings
Israel
$628K +$69.1K +1,100 +12%
IA
496
IFP Advisors
Florida
$626K -$17.4K -258 -3%
APP
497
Avantax Planning Partners
Iowa
$619K +$27.1K +431 +5%
PAM
498
Panagora Asset Management
Massachusetts
$618K +$243K +3,869 +65%
BCV
499
Banque Cantonale Vaudoise
Switzerland
$612K -$19.8K -314 -3%
KA
500
Kintegral Advisory
New York
$609K +$609K +9,696 New
18 19
20
21 22