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 %
AWM
801
Accurate Wealth Management
Florida
$41.3K +$41.3K +590 New
HWA
802
HHM Wealth Advisors
Tennessee
$41.3K -$28.3K -450 -41%
Dimensional Fund Advisors
803
Dimensional Fund Advisors
Texas
$41.1K +$8.27K +131,656 +25%
SC
804
Stephens Consulting
Michigan
$40.8K – – –
LFG
805
Larson Financial Group
Missouri
$40.3K -$4.27K -68 -10%
FWM
806
Focused Wealth Management
New York
$38.2K +$628 +10 +2%
HA
807
Homestead Advisers
Virginia
$37.8K -$29.5K -470 -44%
AP
808
Atwood & Palmer
Missouri
$37.7K – – –
LS
809
Livforsakringsbolaget Skandia
Sweden
$37.7K – – –
QL
810
Quarry LP
New York
$37.3K +$37.3K +594 New
HCM
811
Hollencrest Capital Management
California
$33.7K +$33.7K +537 New
AAG
812
Armstrong Advisory Group
Massachusetts
$33.6K +$33.6K +534 New
RFA
813
Register Financial Advisors
Georgia
$32.4K +$32.4K +515 New
PFBT
814
Parkside Financial Bank & Trust
Missouri
$32K +$5.59K +89 +21%
AA
815
Addison Advisors
Vermont
$31.7K – – –
MCM
816
Manchester Capital Management
Vermont
$31.4K -$817 -13 -3%
FFA
817
Farther Finance Advisors
California
$29.3K +$29.3K +467 New
IFAM
818
Institutional & Family Asset Management
Colorado
$29.3K -$8.04K -128 -22%
ME
819
McIlrath & Eck
Washington
$28.2K – – –
ADL
820
Asset Dedication LLC
California
$28K +$3.36K +55 +14%
BTI
821
Blue Trust Inc
Georgia
$26K +$10.9K +200 +72%
TWM
822
Tradition Wealth Management
Minnesota
$25K -$5.51K -86 -18%
BIA
823
Bell Investment Advisors
California
$24.5K +$3.27K +52 +15%
AWM
824
Atticus Wealth Management
Florida
$24.3K – – –
CT
825
Cambridge Trust
Massachusetts
$24K -$2.52K -40 -10%
31 32
33
34 35