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 %
CW
701
CreativeOne Wealth
Kansas
$216K +$216K +3,445 New
AF
702
Advisornet Financial
Minnesota
$215K -$583K -9,284 -73%
CWP
703
Cyndeo Wealth Partners
Florida
$211K +$211K +3,352 New
JAWM
704
J. Arnold Wealth Management
Ohio
$211K +$211K +3,351 New
IEFM
705
IQ EQ Fund Management
Ireland
$209K +$209K +3,322 New
MWA
706
Moser Wealth Advisors
Washington
$208K +$16K +254 +8%
GDP
707
Great Diamond Partners
Maine
$208K +$208K +3,310 New
AC
708
ASB Consultores
Florida
$207K +$207K +3,300 New
TI
709
Telemetry Investments
New York
$207K +$207K +3,302 New
PWS
710
Precision Wealth Strategies
Missouri
$207K -$227K -3,618 -52%
FHA
711
First Horizon Advisors
Tennessee
$205K +$14.5K +230 +8%
CF
712
Centaurus Financial
California
$205K +$5.23K +83 +3%
JWCA
713
J.W. Cole Advisors
Florida
$203K -$57.4K -913 -22%
EFG
714
Everhart Financial Group
Ohio
$201K +$201K +3,206 New
SWA
715
Sutton Wealth Advisors
Florida
$201K +$137K +2,175 +212%
BF
716
BOK Financial
Oklahoma
$200K -$247K -3,928 -55%
AAS
717
Ameritas Advisory Services
Nebraska
$200K +$200K +3,185 New
WQ
718
Wealth Quarterback
New Jersey
$200K +$200K +3,184 New
HPC
719
HM Payson & Co
Maine
$195K -$18.3K -292 -9%
QC
720
Quent Capital
New York
$194K +$163K +2,588 +515%
AA
721
Ancora Advisors
Ohio
$191K -$88.3K -1,408 -32%
PG
722
Proffitt & Goodson
Tennessee
$180K +$1.95K +31 +1%
AG
723
AIA Group
Hong Kong
$176K -$78.7K -1,253 -31%
CFB
724
Cullen/Frost Bankers
Texas
$176K +$21.9K +349 +14%
MHR
725
Matthew Hamilton Rosenberg
$169K – – –
27 28
29
30 31