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 %
IUHSA
726
Itau Unibanco Holding S.A.
Brazil
$168K -$2.2K -35 -1%
TSWM
727
Tyler-Stone Wealth Management
Ohio
$166K – – –
Acadian Asset Management
728
Acadian Asset Management
Massachusetts
$161K – – –
GRP
729
Global Retirement Partners
California
$156K -$28.8K -459 -16%
CA
730
Clearstead Advisors
Ohio
$153K -$18.5K -295 -11%
ECM
731
EMC Capital Management
Texas
$151K -$31.5K -500 -17%
TC
732
Truvestments Capital
Florida
$147K -$63.7K -1,013 -30%
NA
733
NewEdge Advisors
Louisiana
$146K +$146K +6,332 New
KA
734
Kozak & Associates
Colorado
$141K – – –
DAL
735
Delta Accumulation LLC
California
$140K -$138K -2,200 -50%
EWA
736
EverSource Wealth Advisors
Alabama
$136K +$102K +1,631 +304%
CI Investments Inc
737
CI Investments Inc
Ontario, Canada
$135K +$44.7K +711 +50%
PWM
738
Prosperity Wealth Management
California
$132K +$132K +2,095 New
SGA
739
Seaport Global Advisors
Massachusetts
$129K -$155K -2,459 -54%
USCWA
740
U.S. Capital Wealth Advisors
Texas
$127K +$127K +2,028 New
GTAM
741
Global Trust Asset Management
Florida
$126K +$94.3K +1,500 +294%
First Manhattan
742
First Manhattan
New York
$125K -$2.51K -40 -2%
AF
743
Allworth Financial
California
$125K +$47.3K +752 +61%
CS
744
Comerica Securities
Michigan
$124K +$124K +1,970 New
QCG
745
Quadrant Capital Group
Ohio
$122K +$42.9K +683 +54%
OIM
746
Oder Investment Management
California
$121K +$121K +1,927 New
SC
747
Sierra Capital
Florida
$121K +$7.26K +115 +6%
NIC
748
Northwest Investment Counselors
Oregon
$118K +$116K +1,850 +6,167%
PWMG
749
Prestige Wealth Management Group
New Jersey
$118K +$817 +13 +0.7%
AIM
750
Acropolis Investment Management
Missouri
$114K +$126 +2 +0.1%
28 29
30
31 32