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 %
MFA
951
McClarren Financial Advisors
Pennsylvania
$2K – – –
TF
952
Tompkins Financial
New York
$2K – – –
JMF
953
Johnson Midwest Financial
Iowa
$2K +$2K +25 New
LF
954
Lee Financial
Texas
$1.89K – – –
CAM
955
Costello Asset Management
Pennsylvania
$1.89K – – –
GEA
956
Glen Eagle Advisors
New Jersey
$1.89K +$565 +9 +43%
GJIA
957
Glass Jacobson Investment Advisors
Maryland
$1.89K +$1.89K +30 New
CHA
958
Carmichael Hill & Associates
Maryland
$1.63K – – –
TCWA
959
Ten Capital Wealth Advisors
Washington
$1.63K – – –
PS
960
PayPay Securities
Japan
$1.51K +$1.51K +24 New
RTL
961
Red Tortoise LLC
Georgia
$1.51K +$1.51K +24 New
HS
962
Horan Securities
United States
$1.45K – – –
MS
963
Madden Securities
Texas
$1.45K +$1.45K +23 New
DWP
964
Destiny Wealth Partners
Florida
$1.38K +$1.38K +22 New
JWM
965
Janiczek Wealth Management
Colorado
$1.29K -$7.18K -100 -85%
JFGIW
966
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.26K -$1.57K -25 -56%
DSC
967
Duncker Streett & Co
Missouri
$1.26K – – –
EBA
968
Eagle Bay Advisors
New York
$1.13K -$13.5K -215 -92%
APC
969
Aspire Private Capital
North Carolina
$1.07K – – –
GCS
970
Gordian Capital (Singapore)
Singapore
$1K -$100K -100 -99%
CNBTD
971
Citizens National Bank Trust Department
Mississippi
$1K – – –
SA
972
SRH Advisors
Kansas
$1K – – –
AW
973
Avion Wealth
Texas
$1K – – –
TFA
974
Transamerica Financial Advisors
Florida
$1K +$1K +5 New
RG
975
Retirement Group
California
$1K +$1K +12 New
37 38
39
40 41