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 %
DFC
576
DB Fitzpatrick & Co
Idaho
$391K +$154K +2,446 +65%
SF
577
Synovus Financial
Georgia
$391K +$107K +1,710 +38%
TFS
578
Thoroughbred Financial Services
Tennessee
$385K +$385K +6,132 New
PRC
579
Pearl River Capital
Michigan
$384K -$1.83M -29,063 -83%
HH
580
Hilltop Holdings
Texas
$383K -$53.6K -853 -12%
AC
581
Avestar Capital
New York
$381K +$13.4K +213 +4%
BCM
582
Brookstone Capital Management
Illinois
$379K +$26.7K +387 +8%
WWM
583
Western Wealth Management
Colorado
$379K -$1.11M -17,687 -75%
KeyBank National Association
584
KeyBank National Association
Ohio
$377K -$113K -1,795 -23%
AG
585
Algert Global
California
$375K +$375K +5,971 New
FMAEN1
586
Fund Management at Engine No 1
California
$372K +$51.8K +825 +16%
NW
587
Naviter Wealth
Arkansas
$371K +$40.5K +501 +12%
AWM
588
Avior Wealth Management
Nebraska
$369K +$54.3K +864 +17%
CI
589
Cigna Investments
Connecticut
$368K +$15.1K +240 +4%
YCM
590
Yousif Capital Management
Michigan
$368K +$64.1K +1,020 +21%
MOS
591
MGO One Seven
Ohio
$362K -$31.7K -504 -8%
CCB
592
Cutter & Co Brokerage
Missouri
$360K -$3.27K -52 -0.9%
BC
593
Bridgefront Capital
Texas
$359K +$359K +5,705 New
LWAC
594
Laurel Wealth Advisors (California)
California
$358K -$41.8K -665 -10%
BCA
595
Bray Capital Advisors
Florida
$355K – – –
FMLI
596
Fukoku Mutual Life Insurance
Japan
$353K – – –
WA
597
WP Advisors
California
$352K -$66K -1,050 -16%
ACA
598
Atlas Capital Advisors
Wyoming
$345K – – –
CIM
599
CIM Investment Management
Pennsylvania
$345K -$9.24K -147 -3%
CHC
600
City Holding Co
West Virginia
$344K +$69.9K +1,112 +25%
22 23
24
25 26