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 %
BEI
776
Benjamin Edwards Inc
Missouri
$66K +$5.8K +92 +10%
ANBT
777
American National Bank & Trust
Texas
$65K – – –
WT
778
Washington Trust
Rhode Island
$63.8K -$12.7K -202 -17%
MAWCM
779
Mine & Arao Wealth Creation & Management
California
$63.7K – – –
EWM
780
Endurance Wealth Management
Rhode Island
$63K +$2.52K +40 +4%
SIA
781
Sit Investment Associates
Minnesota
$63K +$63K +1,000 New
CAL
782
Capital Advisors Ltd
Ohio
$60K +$2.15K +34 +4%
TFM
783
TFC Financial Management
Massachusetts
$58.8K +$58.8K +935 New
CA
784
Crewe Advisors
Utah
$56.4K -$18.7K -298 -25%
SSB
785
Sandy Spring Bank
Maryland
$56.1K -$17.3K -275 -24%
HWMA
786
Heritage Wealth Management (Arizona)
Arizona
$54.5K +$25.6K +408 +89%
HNB
787
Huntington National Bank
Ohio
$53.4K -$12.3K -195 -19%
PTC
788
Private Trust Company
Ohio
$52K -$4.65K -74 -8%
CFO
789
CVA Family Office
Colorado
$51.4K +$28.8K +458 +127%
TWA
790
TCI Wealth Advisors
Arizona
$50.8K +$35.1K +558 +223%
EL
791
EMFO LLC
Florida
$50.3K – – –
IBOK
792
Independence Bank of Kentucky
Kentucky
$50K – – –
GWS
793
Glassman Wealth Services
Virginia
$49.3K -$31.2K -496 -39%
AWM
794
Accel Wealth Management
Iowa
$48.5K -$28.3K -450 -37%
CA
795
CoreCap Advisors
Michigan
$48.5K +$48.5K +771 New
CFD
796
Creative Financial Designs
Indiana
$46.1K -$6.16K -98 -12%
PPC
797
Park Place Capital
Alabama
$46K +$46K +725 New
HCM
798
Highlander Capital Management
New Jersey
$44K – – –
PA
799
PSI Advisors
Florida
$43.4K -$6.28K -100 -13%
TLCM
800
Twin Lakes Capital Management
California
$42.7K – – –
30 31
32
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