XYZ

Block, Inc.
XYZ

Overview Fund Activity

963 hedge funds and large institutions have $20B invested in Block, Inc. in 2022 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 330 increasing their positions, 380 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
963
Holders Change
-57
Holders Change %
-5.59%
% of All Funds
16.65%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
88
Increased
330
Reduced
380
Closed
132
Calls
$1.94B
Puts
$2.25B
Net Calls
-$316M
Net Calls Change
+$112M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$216M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$160M
3
Tiger Global Management
Tiger Global Management
New York
+$157M
4
Norges Bank
Norges Bank
Norway
+$90.4M
5
WRCM
Whale Rock Capital Management
Massachusetts
+$88.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$242M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$217M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$169M
4
Goldman Sachs
Goldman Sachs
New York
-$143M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$86.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIM
701
NuWave Investment Management
New Jersey
$180K +$180K +3,268 New
CTC
702
Central Trust Company
Missouri
$178K -$5.87K -107 -3%
GRP
703
Global Retirement Partners
California
$177K -$1.08M -17,981 -86%
CF
704
Centaurus Financial
California
$174K -$23.4K -426 -12%
HI
705
Hudock Inc
Pennsylvania
$170K +$23.1K +420 +16%
MWA
706
Moser Wealth Advisors
Washington
$168K +$4.5K +82 +3%
FHA
707
First Horizon Advisors
Tennessee
$167K +$7.04K +128 +4%
WFA
708
Wipfli Financial Advisors
Wisconsin
$157K +$157K +2,851 New
PG
709
Proffitt & Goodson
Tennessee
$156K +$9.15K +166 +6%
CA
710
Clearstead Advisors
Ohio
$151K -$118K -2,145 -44%
IUHSA
711
Itau Unibanco Holding S.A.
Brazil
$149K -$5.39K -98 -3%
MHR
712
Matthew Hamilton Rosenberg
$148K +$1.54K +28 +1%
TSWM
713
Tyler-Stone Wealth Management
Ohio
$146K – – –
Acadian Asset Management
714
Acadian Asset Management
Massachusetts
$141K – – –
CFB
715
Cullen/Frost Bankers
Texas
$135K -$153K -2,780 -53%
MW
716
Milestone Wealth
New York
$126K +$110K +2,000 +692%
KA
717
Kozak & Associates
Colorado
$120K -$72.8K -1,362 -38%
MCC
718
Money Concepts Capital
Florida
$114K -$8.44K -154 -7%
SWM
719
Spire Wealth Management
Virginia
$112K -$311K -5,663 -74%
First Manhattan
720
First Manhattan
New York
$111K -$42.3K -775 -28%
WWM
721
Wolff Wiese Magana
California
$107K -$6.38K -116 -6%
PWMG
722
Prestige Wealth Management Group
New Jersey
$103K +$3.59K +65 +4%
AIM
723
Acropolis Investment Management
Missouri
$100K -$825 -15 -0.8%
EMFAT
724
Emerald Mutual Fund Advisers Trust
Pennsylvania
$100K – – –
SC
725
Sierra Capital
Florida
$99K -$5.11K -93 -5%
27 28
29
30 31