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 %
JC
901
JCSD Capital
California
$6.28K – – –
SVCP
902
Silicon Valley Capital Partners
California
$6.28K +$6.28K +100 New
SWM
903
Sanctuary Wealth Management
Idaho
$6.28K +$6.28K +100 New
GGI
904
Godsey & Gibb Inc
Virginia
$6.28K +$6.28K +100 New
CT
905
Colonial Trust
South Carolina
$6.28K +$6.28K +100 New
IRAG
906
Investment Research & Advisory Group
Georgia
$6.16K – – –
AIC
907
Archer Investment Corporation
Indiana
$6.1K – – –
FFL
908
Financial Freedom LLC
Ohio
$6.1K +$6.1K +97 New
RDIA
909
RE Dickinson Investment Advisors
Iowa
$6K – – –
PP
910
PrairieView Partners
Minnesota
$6K – – –
KSWA
911
Kathleen S. Wright Associates
Pennsylvania
$6K +$6K +100 New
T2I
912
Turim 21 Investimentos
Brazil
$5.97K – – –
TFA
913
Toth Financial Advisory
Virginia
$5.66K -$3.58K -57 -39%
CWC
914
Carolinas Wealth Consulting
North Carolina
$5.47K – – –
NC
915
NewSquare Capital
Pennsylvania
$5.47K +$5.47K +87 New
CFFP
916
Center for Financial Planning
Michigan
$5.34K – – –
CAC
917
Core Alternative Capital
Georgia
$5.09K -$6.6K -105 -56%
HWP
918
Highline Wealth Partners
California
$5.03K – – –
LWP
919
Lumature Wealth Partners
Georgia
$5.03K – – –
MIFH
920
Migdal Insurance & Financial Holdings
Israel
$5K -$2.13K -35 -30%
PFG
921
Piershale Financial Group
Illinois
$4.96K +$4.96K +79 New
RFG
922
RFP Financial Group
Georgia
$4.71K +$4.71K +75 New
ICM
923
Islay Capital Management
Texas
$4.4K – – –
CYG
924
Clean Yield Group
Vermont
$4.4K +$628 +10 +17%
AAP
925
Arax Advisory Partners
Colorado
$4.27K +$4.27K +68 New
35 36
37
38 39