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 %
FP
751
Financial Perspectives
Minnesota
$111K – – –
CSPIA
752
Cary Street Partners Investment Advisory
Virginia
$110K +$110K +1,750 New
GC
753
Garde Capital
Washington
$109K +$109K +1,739 New
BFEC
754
Benjamin F. Edwards & Company
Missouri
$107K -$5.8K -92 -5%
AA
755
Alta Advisers
United Kingdom
$107K – – –
AIM
756
Anchor Investment Management
South Carolina
$103K – – –
DGAM
757
Desjardins Global Asset Management
Quebec, Canada
$103K +$3.01K +48 +3%
CTC
758
Central Trust Company
Missouri
$103K -$101K -1,608 -50%
HI
759
Hoey Investments
Pennsylvania
$102K +$54K +860 +112%
PAI
760
Pittenger & Anderson Inc
Nebraska
$102K – – –
AssetMark Inc
761
AssetMark Inc
California
$101K +$51.8K +824 +104%
CWP
762
Concord Wealth Partners
Virginia
$98K +$98K +1,559 New
SSG
763
Summit Securities Group
New York
$94K -$689K -11,000 -88%
CI
764
CAZ Investments
Texas
$94K – – –
EE
765
EWG Elevate
California
$93.6K +$93.6K +1,490 New
RFA
766
Resurgent Financial Advisors
Georgia
$89.4K +$89.4K +1,422 New
TFS
767
TrustCore Financial Services
Tennessee
$86.6K – – –
SWM
768
Spire Wealth Management
Virginia
$83K -$45.4K -721 -35%
BWA
769
BDO Wealth Advisors
Florida
$81.9K -$3.77K -60 -4%
OLVIG
770
Oliver Lagore Vanvalin Investment Group
Michigan
$80.9K -$25.1K -399 -24%
HFS
771
Hantz Financial Services
Michigan
$74K +$8.04K +128 +12%
FA
772
Fiduciary Alliance
South Carolina
$73.6K +$73.6K +1,172 New
DF
773
DecisionPoint Financial
Arizona
$70.1K +$70.1K +1,115 New
DFCM
774
Dark Forest Capital Management
Puerto Rico
$68.3K +$68.3K +1,087 New
NHT
775
New Hampshire Trust
New Hampshire
$67.5K +$67.5K +1,074 New
29 30
31
32 33