XYZ

Block, Inc.
XYZ

Overview Fund Activity

963 hedge funds and large institutions have $20B invested in Block, Inc. in 2022 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 330 increasing their positions, 380 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
963
Holders Change
-57
Holders Change %
-5.59%
% of All Funds
16.65%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.42%
New
88
Increased
330
Reduced
380
Closed
132
Calls
$1.94B
Puts
$2.25B
Net Calls
-$316M
Net Calls Change
+$112M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$516M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$165M
3
Tiger Global Management
3
Tiger Global Management
New York
$209M
4
Norges Bank
4
Norges Bank
Norway
$286M
5
WRCM
5
Whale Rock Capital Management
Massachusetts
$88.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.27B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$485M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$18.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$274M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARG
1001
Advisory Resource Group
Oklahoma
– -$336K -5,461 Closed
BA
1002
Bridgewater Advisors
New York
– -$313K -5,095 Closed
CAM
1003
Covenant Asset Management
New Jersey
– -$309K -5,032 Closed
JIP
1004
Jaffetilchin Investment Partners
Florida
– -$298K -4,852 Closed
Polen Capital Management
1005
Polen Capital Management
Florida
– -$294K -4,783 Closed
FC
1006
FORA Capital
Florida
– -$284K -4,615 Closed
BOM
1007
Bank of Marin
California
– -$282K -4,587 Closed
AC
1008
ASB Consultores
Florida
– -$278K -4,525 Closed
FT
1009
Fiduciary Trust
Massachusetts
– -$274K -4,464 Closed
RWB
1010
RMR Wealth Builders
New Jersey
– -$267K -4,338 Closed
FFM
1011
Forum Financial Management
Illinois
– -$263K -4,278 Closed
VF
1012
Virtu Financial
New York
– -$257K -4,189 Closed
AFC
1013
AFT Forsyth & Company
Florida
– -$251K -4,090 Closed
MGIA
1014
Moneta Group Investment Advisors
Missouri
– -$251K -4,084 Closed
NIM
1015
Northeast Investment Management
Massachusetts
– -$248K -4,040 Closed
PFGIA
1016
Patriot Financial Group Insurance Agency
Massachusetts
– -$238K -3,875 Closed
WA
1017
Wealth Alliance
New York
– -$230K -3,745 Closed
JCM
1018
Jag Capital Management
Missouri
– -$230K -3,737 Closed
CWM
1019
Cornerstone Wealth Management
Missouri
– -$229K -3,725 Closed
NA
1020
NewEdge Advisors
Louisiana
– -$228K -3,716 Closed
SMC
1021
Smith, Moore & Co
Missouri
– -$228K -3,704 Closed
RBFC
1022
Roman Butler Fullerton & Co
Missouri
– -$242K -3,662 Closed
PWPS
1023
Pinnacle Wealth Planning Services
Ohio
– -$217K -3,533 Closed
RC
1024
RegentAtlantic Capital
New Jersey
– -$217K -3,525 Closed
ACI
1025
Alpha Cubed Investments
California
– -$216K -3,519 Closed
39 40
41
42 43