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 %
TFGT
926
TS Financial Group (TSFG)
Illinois
$4K -$667 -10 -14%
PK
927
Pflug Koory
Nebraska
$4K – – –
WB
928
Webster Bank
Connecticut
$4K – – –
DI
929
Disciplined Investments
Oklahoma
$3.9K -$126 -2 -3%
MPCL
930
My Personal CFO LLC
Washington
$3.65K +$3.65K +58 New
ACM
931
Antonetti Capital Management
Florida
$3.14K -$314 -5 -9%
OCM
932
Orion Capital Management
California
$3.14K – – –
BC
933
Barrett & Company
Rhode Island
$3.14K – – –
PP
934
PFS Partners
New Jersey
$3.14K – – –
OC
935
Oakworth Capital
Alabama
$3.14K – – –
HWA
936
Heritage Wealth Advisors
Virginia
$3.08K – – –
JFA
937
JNBA Financial Advisors
Minnesota
$2.95K -$9.42K -150 -76%
CWA
938
Clearview Wealth Advisors
Oregon
$2.89K -$189 -3 -6%
GWSA
939
Global Wealth Strategies & Associates
Colorado
$2.89K +$2.89K +46 New
SIC
940
SJS Investment Consulting
Ohio
$2.7K -$5.34K -85 -66%
HFM
941
Hartford Financial Management
Connecticut
$2.7K – – –
CMBA
942
C.M. Bidwell & Associates
Hawaii
$2.58K +$1.89K +30 +273%
RAM
943
Riggs Asset Management
Pennsylvania
$2.51K -$12.3K -195 -83%
BBPWM
944
Blue Bell Private Wealth Management
Pennsylvania
$2.51K -$943 -15 -27%
CWM
945
Cedar Wealth Management
California
$2.51K -$754 -12 -23%
CCM
946
Cribstone Capital Management
Maine
$2.51K – – –
NMG
947
New Millennium Group
Utah
$2.45K – – –
BAM
948
Bellevue Asset Management
Washington
$2.22K -$123 -2 -5%
MA
949
Montag & Associates
Georgia
$2.07K +$1.7K +27 +450%
MFA
950
McClarren Financial Advisors
Pennsylvania
$2K – – –
36 37
38
39 40