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 %
BAM
876
Byrne Asset Management
New Jersey
$9.43K -$9.3K -148 -50%
OIA
877
Optimum Investment Advisors
Illinois
$9.43K – – –
CTA
878
Colonial Trust Advisors
South Carolina
$9.11K +$9.11K +145 New
WWM
879
Wolff Wiese Magana
California
$8.92K -$113K -1,804 -93%
BHWM
880
Beaird Harris Wealth Management
Texas
$8.75K +$3.46K +55 +65%
WWP
881
WR Wealth Planners
Missouri
$8.42K – – –
MSCM
882
McElhenny Sheffield Capital Management
Texas
$8.21K +$8.21K +160 New
GI
883
Gradient Investments
Minnesota
$8.17K – – –
NSIM
884
North Star Investment Management
Illinois
$8.04K – – –
CA
885
Centerpoint Advisors
Massachusetts
$8K -$5.76K -90 -42%
MTIC
886
Missouri Trust & Investment Company
Missouri
$8K – – –
HFS
887
HBC Financial Services
Washington
$8K +$140 +4 +2%
VF
888
VitalStone Financial
Texas
$8K +$8K +130 New
CSWM
889
Cassady Schiller Wealth Management
Ohio
$7.86K +$7.86K +125 New
FSWA
890
Financial Synergies Wealth Advisors
Texas
$7.54K -$23.8K -378 -76%
TAM
891
Tucker Asset Management
Colorado
$7.49K +$1.45K +23 +24%
LG
892
LAM Group
Oregon
$7.29K +$7.29K +116 New
LFASL
893
Lugano Financial Advisors SA (LFA)
Switzerland
$7.23K – – –
BCM
894
Blume Capital Management
California
$6.66K – – –
KFS
895
Kelly Financial Services
Massachusetts
$6.6K – – –
DJSG
896
D.J. St. Germain
Massachusetts
$6.46K -$7.02K -111,770 -52%
PI
897
PineBridge Investments
New York
$6.41K -$14.4K -229 -69%
HRC
898
Hoertkorn Richard Charles
$6.41K – – –
LWCFA
899
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.28K -$45.6K -725 -88%
JC
900
JCSD Capital
California
$6.28K – – –
34 35
36
37 38