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
$1.28B
2
Fisher Asset Management
Fisher Asset Management
Washington
$714M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$207M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$844M
5
Holocene Advisors
Holocene Advisors
New York
$94.3M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$0
2
Tiger Global Management
Tiger Global Management
New York
$118M
3
Morgan Stanley
Morgan Stanley
New York
$1.37B
4
WRCM
Whale Rock Capital Management
Massachusetts
$24.5M
5
Goldman Sachs
Goldman Sachs
New York
$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
1026
AXS Investments
New York
– -$794K -14,431 Closed
BCA
1027
Bay Colony Advisors
Massachusetts
– -$776K -14,110 Closed
HZ
1028
Hixon Zuercher
Ohio
– -$759K -13,804 Closed
TSS
1029
Two Sigma Securities
New York
– -$695K -12,633 Closed
MAM
1030
Must Asset Management
South Korea
– -$700K -12,537 Closed
QT
1031
Quantamental Technologies
New York
– -$549K -9,992 Closed
BAM
1032
Blueshift Asset Management
New Jersey
– -$540K -9,817 Closed
IAA
1033
Independent Advisor Alliance
North Carolina
– -$487K -8,855 Closed
ECM
1034
Evergreen Capital Management
Washington
– -$454K -8,249 Closed
EGM
1035
Engineers Gate Manager
New York
– -$453K -8,233 Closed
AT
1036
American Trust
Kentucky
– -$427K -7,770 Closed
CC
1037
Cipher Capital
New York
– -$370K -6,720 Closed
RWM
1038
Ritholtz Wealth Management
New York
– -$369K -6,706 Closed
EF
1039
Empowered Funds
Pennsylvania
– -$320K -5,825 Closed
GT
1040
Glenmede Trust
Pennsylvania
– -$318K -5,798 Closed
AFT
1041
Alpha Family Trust
California
– -$316K -5,739 Closed
HCM
1042
Highview Capital Management
Illinois
– -$313K -5,700 Closed
GIA
1043
Gladstone Institutional Advisory
Florida
– -$309K -5,617 Closed
DC
1044
Diametric Capital
Massachusetts
– -$295K -5,373 Closed
KLCM
1045
KG&L Capital Management
Louisiana
– -$291K -5,293 Closed
SFS
1046
Stiles Financial Services
Minnesota
– -$288K -5,234 Closed
TI
1047
Truepoint Inc
Ohio
– -$280K -5,100 Closed
ICP
1048
Interchange Capital Partners
Pennsylvania
– -$277K -5,043 Closed
Capstone Investment Advisors
1049
Capstone Investment Advisors
New York
– -$271K -4,935 Closed
PCM
1050
Prelude Capital Management
New York
– -$265K -4,821 Closed
40 41
42
43 44