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 %
BFG
501
Bleakley Financial Group
New Jersey
$604K +$604K +9,615 New
MMA
502
Miracle Mile Advisors
California
$592K +$68.5K +1,090 +13%
RJT
503
Raymond James Trust
Florida
$589K -$38.3K -609 -6%
OSAM
504
O'Shaughnessy Asset Management
Connecticut
$585K +$289K +4,600 +98%
WKSWA
505
White Knight Strategic Wealth Advisors
New Jersey
$584K +$16K +255 +3%
GG
506
Golden Green
South Carolina
$584K +$584K +9,292 New
DC
507
Davenport & Co
Virginia
$582K +$45.8K +729 +9%
WP
508
WealthPLAN Partners
Nebraska
$581K +$581K +7,377 New
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$581K -$26.2K -417 -4%
DS
510
DRW Securities
Illinois
$576K -$2.02M -32,181 -78%
SAM
511
Shell Asset Management
Netherlands
$576K -$94.1K -1,498 -14%
KLC
512
Knowledge Leaders Capital
Colorado
$572K +$572K +9,103 New
MS
513
Maven Securities
Jersey
$567K -$323K -5,186 -36%
BPC
514
Banque Pictet & Cie
Switzerland
$566K -$41.2K -655 -7%
O
515
Ossiam
France
$565K +$324K +5,158 +135%
BCM
516
Bienville Capital Management
New York
$562K -$631K -10,037 -53%
WHG
517
Westwood Holdings Group
Texas
$561K +$7.41K +118 +1%
WIM
518
WealthPlan Investment Management
Nebraska
$552K -$34.9K -454 -6%
AWS
519
AJ Wealth Strategies
New York
$551K -$307K -4,879 -36%
TPCW
520
TD Private Client Wealth
New York
$547K +$35.5K +565 +7%
LNC
521
Lincoln National Corp
Pennsylvania
$545K +$43.9K +699 +9%
FIA
522
Foundations Investment Advisors
Arizona
$544K +$21.4K +341 +4%
SW
523
SVB Wealth
Massachusetts
$544K -$70.1K -1,116 -11%
CBT
524
Central Bank & Trust
Kentucky
$540K -$21.6K -343 -4%
SIA
525
SeaBridge Investment Advisors
New Jersey
$537K -$40.7K -648 -7%
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