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 %
CST
676
Charles Schwab Trust
Nevada
$251K – – –
PAG
677
Private Advisor Group
New Jersey
$250K +$10.6K +2,229 +4%
CWA
678
Canvas Wealth Advisors
Kansas
$248K -$164K -2,270 -40%
API
679
Advisor Partners II
California
$244K +$244K +3,878 New
MGP
680
Metis Global Partners
California
$242K +$242K +3,846 New
QPW
681
Quantum Private Wealth
Florida
$240K -$18.9K -300 -7%
BWP
682
BSW Wealth Partners
Colorado
$239K -$27.9K -445 -10%
CG
683
Caprock Group
Idaho
$236K +$236K +3,757 New
GAM
684
Grandview Asset Management
Pennsylvania
$236K -$30.7K -489 -12%
PCS
685
Personal CFO Solutions
New Jersey
$231K -$31.5K -501 -12%
PWPS
686
Pinnacle Wealth Planning Services
Ohio
$231K +$231K +3,675 New
MTIM
687
Marathon Trading Investment Management
Pennsylvania
$229K -$238K -3,791 -51%
VHAM
688
Van Hulzen Asset Management
California
$229K -$10K -160 -4%
TCM
689
Teza Capital Management
Illinois
$229K -$7.86K -125 -3%
GKWIM
690
Gerber Kawasaki Wealth & Investment Management
California
$224K -$86.6K -1,378 -28%
LW
691
Libra Wealth
California
$223K +$223K +3,554 New
JHCP
692
Jackson Hole Capital Partners
Oklahoma
$223K -$6.66K -106 -3%
EWM
693
Empirical Wealth Management
Washington
$222K -$20.8K -331 -9%
MCP
694
Mirador Capital Partners
California
$222K +$222K +3,525 New
BJL
695
Brighton Jones LLC
Washington
$221K -$8.11K -129 -4%
CCMT
696
CMT Capital Markets Trading
Germany
$220K -$251K -4,000 -53%
CGH
697
Crossmark Global Holdings
Texas
$218K +$218K +3,465 New
PA
698
Pinnacle Associates
New York
$218K -$69.6K -1,107 -24%
C
699
Certuity
Florida
$217K +$217K +3,451 New
KFS
700
Kaizen Financial Strategies
California
$217K +$217K +3,024 New
26 27
28
29 30