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 %
CW
1051
Connectus Wealth
Ohio
– -$247K -4,500 Closed
TIS
1052
Tortoise Index Solutions
Kansas
– -$245K -4,451 Closed
MCM
1053
MAI Capital Management
Ohio
– -$244K -4,445 Closed
CA
1054
CV Advisors
Florida
– -$243K -4,420 Closed
Chevy Chase Trust
1055
Chevy Chase Trust
Maryland
– -$242K -4,407 Closed
BFO
1056
Boston Family Office
Massachusetts
– -$240K -4,373 Closed
AMC
1057
Asset Management Corp
Illinois
– -$232K -4,225 Closed
AP
1058
Adero Partners
California
– -$237K -4,155 Closed
WWM
1059
WJ Wealth Management
Arizona
– -$224K -4,080 Closed
EWM
1060
Elite Wealth Management
Washington
– -$216K -3,920 Closed
CIBC Private Wealth Group
1061
CIBC Private Wealth Group
Georgia
– -$206K -3,754 Closed
TCWM
1062
Total Clarity Wealth Management
Illinois
– -$204K -3,718 Closed
AGAM
1063
Audent Global Asset Management
California
– -$201K -3,652 Closed
HI
1064
Hudock Inc
Pennsylvania
– -$170K -3,093 Closed
EMFAT
1065
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$100K -1,810 Closed
Marshall Wace
1066
Marshall Wace
United Kingdom
– -$91K -1,647 Closed
ODG
1067
O'Dell Group
Ohio
– -$80K -1,458 Closed
CCA
1068
Catalyst Capital Advisors
New York
– -$52K -950 Closed
ACM
1069
Advent Capital Management
New York
– -$48K -875 Closed
GWSG
1070
GPS Wealth Strategies Group
Colorado
– -$47K -855 Closed
M
1071
MOTCO
Texas
– -$35K -629 Closed
HGERS
1072
Householder Group Estate & Retirement Specialist
Arizona
– -$28K -511 Closed
MCM
1073
Magnolia Capital Management
New York
– -$27K -500 Closed
OPW
1074
Oxler Private Wealth
New York
– -$25.3K -460 Closed
RA
1075
Resolute Advisors
California
– -$16K -296 Closed
41 42
43
44 45