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 %
CAM
601
Covenant Asset Management
New Jersey
$341K +$341K +5,424 New
VFA
602
Valeo Financial Advisors
Indiana
$341K +$118K +1,881 +53%
CCA
603
Cravens & Co Advisors
Tennessee
$340K +$340K +5,410 New
RDWM
604
Red Door Wealth Management
Tennessee
$340K +$340K +5,404 New
CIA
605
Capital Impact Advisors
Massachusetts
$339K +$8.67K +138 +3%
CCA
606
Column Capital Advisors
Indiana
$337K +$15K +238 +5%
AWA
607
Aaron Wealth Advisors
Illinois
$334K -$1,000K -15,913 -75%
MWA
608
Meridian Wealth Advisors
Texas
$333K -$111K -1,760 -25%
OPS
609
Orion Portfolio Solutions
Nebraska
$333K +$71.3K +1,134 +27%
VCP
610
Verus Capital Partners
Arizona
$331K +$4.65K +74 +1%
HIA
611
Harbor Investment Advisory
Maryland
$328K -$12.6K -200 -4%
GC
612
Guggenheim Capital
Illinois
$327K -$35.1K -558 -10%
CA
613
Carson Advisory
Georgia
$326K -$33.3K -530 -9%
SS
614
Simplicity Solutions
Minnesota
$325K +$89K +1,417 +38%
QCM
615
Quantinno Capital Management
New York
$325K -$9.35K -149 -3%
EPA
616
Element Pointe Advisors
Florida
$323K -$39.1K -623 -11%
AAM
617
Azzad Asset Management
Virginia
$322K -$1.16M -18,488 -78%
BCM
618
BTC Capital Management
Iowa
$321K -$240K -3,819 -43%
ACM
619
AlphaStar Capital Management
North Carolina
$319K +$880 +14 +0.3%
RA
620
RFG Advisory
Alabama
$318K -$7.03K -83 -2%
PIA
621
Perennial Investment Advisors
California
$316K -$9.62K -153 -3%
AAIM
622
American Assets Investment Management
California
$314K – – –
TMC
623
Trellus Management Company
Florida
$314K +$314K +5,000 New
TCA
624
Transcend Capital Advisors
New Jersey
$313K -$11.5K -183 -4%
FCH
625
Freestone Capital Holdings
Washington
$309K -$55K -875 -15%
23 24
25
26 27