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 %
VNA
826
Valley National Advisers
Pennsylvania
$23K -$558 -8 -2%
BWL
827
Bogart Wealth LLC
Virginia
$22.2K -$377 -6 -2%
MPWT
828
MassMutual Private Wealth & Trust
Connecticut
$22K +$2.81K +45 +15%
MWM
829
MinichMacGregor Wealth Management
New York
$21.9K +$21.9K +349 New
RBC
830
Romano Brothers & Co
Illinois
$21.3K +$21.3K +339 New
HCP
831
Hexagon Capital Partners
Arkansas
$20.9K +$12.6K +201 +152%
EWM
832
Evermay Wealth Management
Virginia
$20.7K +$6.28K +100 +43%
CT
833
Clearstead Trust
Maine
$20K -$8.06K -131 -29%
EC
834
Elequin Capital
New York
$19.3K +$19.3K +307 New
GMA
835
Glassy Mountain Advisors
Maryland
$19.1K +$19.1K +304 New
TSW
836
Thompson Siegel & Walmsley
Virginia
$19K – – –
WTA
837
Washington Trust Advisors
Massachusetts
$18.9K -$25.6K -408 -58%
TWD
838
True Wealth Design
Ohio
$18.9K +$18.9K +301 New
GFPC
839
Global Financial Private Client
Florida
$18.9K +$9.43K +150 +100%
JWA
840
JFS Wealth Advisors
Pennsylvania
$18.6K -$7.16K -114 -28%
BWP
841
Baldwin Wealth Partners
Massachusetts
$18.5K – – –
LWA
842
Lowe Wealth Advisors
Maryland
$17.9K – – –
BC
843
Burleson & Co
California
$17.8K -$4.66M -74,077 -100%
CFGS
844
Concourse Financial Group Securities
Alabama
$17.8K +$1.63K +26 +10%
FCA
845
FinTrust Capital Advisors
South Carolina
$17.3K +$11.3K +180 +188%
SC
846
Solstein Capital
California
$17.3K – – –
ZB
847
Zions Bancorporation
Utah
$17K +$4.65K +74 +38%
SIS
848
Sound Income Strategies
Florida
$16.8K – – –
TF
849
TimeScale Financial
Massachusetts
$16.5K – – –
CSB
850
City State Bank
Iowa
$16K – – –
32 33
34
35 36