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 %
NAM
651
NorthCrest Asset Manangement
Minnesota
$284K -$109K -1,730 -28%
AIM
652
Aigen Investment Management
New York
$283K -$2.03M -32,226 -88%
BIAS
653
Beacon Investment Advisory Services
New Jersey
$283K -$167K -2,655 -37%
PGWM
654
Pitti Group Wealth Management
New York
$283K +$283K +4,497 New
RBFC
655
Roman Butler Fullerton & Co
Missouri
$282K +$282K +3,758 New
GG
656
Gofen & Glossberg
Illinois
$280K -$8.49K -135 -3%
PCA
657
Personal Capital Advisors
California
$278K -$11.1K -177 -4%
BP
658
Ballentine Partners
Massachusetts
$275K +$275K +4,384 New
WB
659
WesBanco Bank
West Virginia
$275K +$275K +4,385 New
SMH
660
Sanders Morris Harris
Texas
$275K -$31.4K -500 -10%
HFM
661
Harvest Fund Management
China
$271K +$218K +3,471 +413%
MAS
662
Meeder Advisory Services
Ohio
$270K +$270K +4,298 New
GAMC
663
Garner Asset Management Corp
Texas
$269K -$1.26K -20 -0.5%
WR
664
WD Rutherford
Oregon
$269K -$7.54K -120 -3%
KTC
665
Kistler-Tiffany Companies
Pennsylvania
$267K -$73.1K -1,163 -22%
SCM
666
Schnieders Capital Management
California
$266K – – –
CCM
667
Conway Capital Management
California
$260K -$31.4K -500 -11%
ACS
668
Archford Capital Strategies
Illinois
$260K -$38.5K -612 -13%
MAM
669
Meeder Asset Management
Ohio
$258K +$246K +3,918 +2,141%
MFG
670
Magnus Financial Group
New York
$256K +$9.55K +152 +4%
MA
671
MCF Advisors
Kentucky
$255K – – –
EWA
672
EP Wealth Advisors
California
$254K +$254K +4,044 New
MPW
673
Monterey Private Wealth
California
$254K -$2.7K -43 -1%
MYLI
674
Meiji Yasuda Life Insurance
Japan
$253K -$14.8K -236 -6%
FFM
675
Forum Financial Management
Illinois
$252K +$252K +4,017 New
25 26
27
28 29