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 %
WAM
626
Werlinich Asset Management
Connecticut
$308K -$26.7K -425 -8%
AFP
627
Ausdal Financial Partners
Iowa
$306K -$28.1K -447 -8%
GT
628
Greenleaf Trust
Michigan
$301K +$301K +4,794 New
SB
629
Strategic Blueprint
Georgia
$300K +$12.6K +200 +4%
LC
630
Lindbrook Capital
California
$299K +$55.6K +885 +23%
S
631
Seeyond
France
$299K -$5.59K -89 -2%
FT
632
Fiduciary Trust
Massachusetts
$297K +$297K +4,729 New
FPAS
633
Focus Partners Advisor Solutions
Missouri
$296K -$88.5K -1,408 -23%
LCM
634
Lattice Capital Management
Washington
$295K – – –
GWM
635
Geneos Wealth Management
Colorado
$295K -$84.9K -1,351 -22%
OPL
636
Orland Properties Ltd
British Virgin Islands
$294K +$294K +4,685 New
PA
637
Procyon Advisors
Connecticut
$294K -$12.6K -200 -4%
ICG
638
InterOcean Capital Group
Tennessee
$293K +$8.67K +138 +3%
CB
639
CNB Bank
Pennsylvania
$293K +$1.76K +28 +0.6%
DAS
640
Dynamic Advisor Solutions
Arizona
$293K -$73K -1,162 -20%
V
641
Veritable
Delaware
$293K +$40.4K +643 +16%
BCI
642
Brinker Capital Investments
Pennsylvania
$287K +$287K +4,572 New
PPP
643
Private Portfolio Partners
New Jersey
$286K -$51.8K -825 -15%
TWP
644
Tempus Wealth Planning
California
$286K +$286K +4,556 New
RSWM
645
Robertson Stephens Wealth Management
California
$286K +$286K +4,549 New
UCMOK
646
United Capital Management of KS
Kansas
$285K -$37.9K -603 -12%
NFP
647
Narus Financial Partners
Utah
$285K +$285K +4,534 New
KMWM
648
Keudell/Morrison Wealth Management
Oregon
$285K -$16.7K -266 -6%
BFS
649
Bradley Foster & Sargent
Connecticut
$285K -$4.46K -71 -2%
OIA
650
OneDigital Investment Advisors
Kansas
$285K -$76.9K -1,224 -21%
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