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 %
MCC
551
Money Concepts Capital
Florida
$458K +$327K +5,211 +251%
RLWM
552
RF&L Wealth Management
Massachusetts
$457K +$457K +7,275 New
NIP
553
Nicholas Investment Partners
California
$454K – – –
AO
554
Advisor OS
Illinois
$454K +$142K +2,258 +45%
MA
555
Mutual Advisors
Nebraska
$441K -$24.2K -385 -5%
LTAS
556
Linden Thomas Advisory Services
North Carolina
$438K +$438K +6,972 New
IWM
557
IHT Wealth Management
Illinois
$438K -$26.8K -426 -6%
LWM
558
Lyell Wealth Management
California
$433K -$733K -11,658 -63%
AWM
559
Apollon Wealth Management
South Carolina
$432K -$3.33K -53 -0.8%
PIM
560
Profit Investment Management
Maryland
$429K +$32.6K +518 +8%
KWM
561
Kingsview Wealth Management
Oregon
$426K -$24.9K -397 -6%
TCM
562
Tran Capital Management
California
$425K -$174K -2,771 -29%
OWA
563
Octavia Wealth Advisors
Ohio
$421K +$754 +12 +0.2%
PA
564
Parallel Advisors
California
$419K -$186K -2,964 -31%
GCM
565
Gables Capital Management
Florida
$419K -$1.26K -20 -0.3%
NFC
566
Northeast Financial Consultants
Connecticut
$418K – – –
SS
567
Sunbelt Securities
Texas
$416K +$18.9K +300 +5%
RIM
568
Regent Investment Management
Kentucky
$413K -$106K -1,695 -20%
FBC
569
Fairfield, Bush & Co
Connecticut
$404K -$276K -4,385 -41%
RCM
570
RB Capital Management
Nevada
$402K -$51.6K -821 -11%
GC
571
Gould Capital
Washington
$402K -$234K -3,720 -37%
CIAS
572
Capital Investment Advisory Services
North Carolina
$400K +$52.8K +840 +15%
EI
573
Ellevest Inc
New York
$399K +$157K +2,492 +65%
BAM
574
Belpointe Asset Management
Nevada
$396K +$32.9K +523 +9%
SFA
575
Sequoia Financial Advisors
Ohio
$394K +$394K +6,268 New
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