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 %
FTDI
526
First Trust Direct Indexing
Massachusetts
$537K +$46K +732 +9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
527
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$534K +$251K +4,000 +89%
BL
528
Balentine LLC
Georgia
$531K +$202K +3,220 +62%
H
529
HoyleCohen
California
$530K -$129K -2,055 -20%
PFS
530
Prospera Financial Services
Texas
$525K -$71.2K -1,133 -12%
SFI
531
Siemens Fonds Invest
Germany
$521K -$14.7K -234 -3%
FAIM
532
Financial Advocates Investment Management
Washington
$516K +$91.5K +1,456 +22%
YDMI
533
Y.D. More Investments
Israel
$514K +$514K +8,169 New
IGWM
534
ICA Group Wealth Management
Colorado
$513K -$66.1K -1,052 -11%
IAS
535
Insigneo Advisory Services
Florida
$505K +$505K +8,038 New
CM
536
Capula Management
Cayman Islands
$505K +$505K +8,030 New
SCP
537
Stamos Capital Partners
California
$505K +$505K +8,030 New
KCFA
538
Key Client Fiduciary Advisors
New Jersey
$502K -$87.7K -1,396 -15%
JRP
539
Jasper Ridge Partners
California
$498K – – –
DWM
540
Darwin Wealth Management
Florida
$498K -$50.4K -703 -9%
IWC
541
Integrated Wealth Concepts
Massachusetts
$497K -$13.1K -209 -3%
NICM
542
Neo Ivy Capital Management
New York
$480K +$480K +7,632 New
AWM
543
Axxcess Wealth Management
California
$477K -$181K -2,885 -28%
KA
544
Kovack Advisors
Florida
$470K -$406K -6,455 -46%
IAIM
545
International Assets Investment Management
Florida
$469K +$94.4K +1,503 +25%
LNWWM
546
Laird Norton Wetherby Wealth Management
California
$468K +$40.5K +644 +9%
TFP
547
Tilia Fiduciary Partners
North Carolina
$461K +$23.3K +371 +5%
WSFS
548
Wilmington Savings Fund Society
Delaware
$461K -$17.1K -272 -4%
SFG
549
Synergy Financial Group
California
$461K -$152K -2,421 -25%
UB
550
UMB Bank
Missouri
$459K +$58.6K +931 +15%
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