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XYZ

Block Inc
XYZ

1,004 hedge funds and large institutions have $25B invested in Block Inc in 2022 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 294 increasing their positions, 405 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 115

42% more funds holding in top 10

Funds holding in top 10: 24 → 34 (+10)

25% more capital invested

Capital invested by funds: $20.1B → $25B (+$4.98B)

4% more funds holding

Funds holding: 970 → 1,004 (+34)

2.77% more ownership

Funds ownership: 68.97% → 71.73% (+2.8%)

4% less call options, than puts

Call options by funds: $2.36B | Put options by funds: $2.47B

27% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 405

Holders
1,004
Holders Change
+34
Holders Change %
+3.51%
% of All Funds
16.14%
Holding in Top 10
34
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+41.67%
% of All Funds
0.55%
New
168
Increased
294
Reduced
405
Closed
115
Calls
$2.36B
Puts
$2.47B
Net Calls
-$110M
Net Calls Change
+$205M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$780M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$419M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$203M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$95.3M
5
Holocene Advisors
Holocene Advisors
New York
+$92.6M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$225M
2
Tiger Global Management
Tiger Global Management
New York
-$118M
3
Morgan Stanley
Morgan Stanley
New York
-$75.6M
4
WRCM
Whale Rock Capital Management
Massachusetts
-$75.3M
5
Goldman Sachs
Goldman Sachs
New York
-$72.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
951
Riggs Asset Management
Pennsylvania
$2.51K -$12K -195 -83%
BBPWM
952
Blue Bell Private Wealth Management
Pennsylvania
$2.51K -$926 -15 -27%
CWM
953
Cedar Wealth Management
California
$2.51K -$740 -12 -23%
CCM
954
Cribstone Capital Management
Maine
$2.51K – – –
NMG
955
New Millennium Group
Utah
$2.45K – – –
BAM
956
Bellevue Asset Management
Washington
$2.22K -$123 -2 -5%
MA
957
Montag & Associates
Georgia
$2.07K +$1.67K +27 +450%
BC
958
Belmont Capital
California
$2K – – –
MFA
959
McClarren Financial Advisors
Pennsylvania
$2K – – –
TF
960
Tompkins Financial
New York
$2K – – –
JMF
961
Johnson Midwest Financial
Iowa
$2K +$1.54K +25 New
LF
962
Lee Financial
Texas
$1.89K – – –
CAM
963
Costello Asset Management
Pennsylvania
$1.89K – – –
GEA
964
Glen Eagle Advisors
New Jersey
$1.89K +$555 +9 +43%
GJIA
965
Glass Jacobson Investment Advisors
Maryland
$1.89K +$1.85K +30 New
CHA
966
Carmichael Hill & Associates
Maryland
$1.63K – – –
TCWA
967
Ten Capital Wealth Advisors
Washington
$1.63K – – –
PS
968
PayPay Securities
Japan
$1.51K +$1.48K +24 New
RTL
969
Red Tortoise LLC
Georgia
$1.51K +$1.48K +24 New
HS
970
Horan Securities
United States
$1.45K – – –
MS
971
Madden Securities
Texas
$1.45K +$1.42K +23 New
DWP
972
Destiny Wealth Partners
Florida
$1.38K +$1.36K +22 New
JWM
973
Janiczek Wealth Management
Colorado
$1.29K -$6.17K -100 -85%
JFGIW
974
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.26K -$1.54K -25 -56%
DSC
975
Duncker Streett & Co
Missouri
$1.26K – – –
37 38
39
40 41

XYZ Hedge Fund Activity: Q4 2022 in Review

1,004 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q4 2022, worth a combined $25B — up 25% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new XYZ positions and 115 closed out — a net gain of 53 holders — while 294 added to existing stakes and 405 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $780M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $225M sold.

  • 1,004 institutional investors held Block Inc (XYZ) as of Q4 2022, up from 970 in Q3 2022.
  • Funds reported $25B of Block Inc stock for Q4 2022, up 25% quarter-over-quarter.
  • 168 funds opened new Block Inc positions in Q4 2022 and 115 closed out, a net change of +53 holders.
  • The largest Block Inc buyer in Q4 2022 was Fidelity Investments, an estimated $780M added.
  • The largest Block Inc seller in Q4 2022 was Renaissance Technologies, an estimated $225M sold.

Based on aggregated 13F filings for Q4 2022.