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 %
MA
1076
MUFG Americas
New York
– -$16K -295 Closed
JGCM
1077
Joseph Group Capital Management
Ohio
– -$15K -265 Closed
SWM
1078
Selective Wealth Management
Virginia
– -$14K -250 Closed
EC
1079
EdgeRock Capital
Colorado
– -$13K -233 Closed
CIR
1080
Clear Investment Research
Georgia
– -$12K -220 Closed
LJHT
1081
Laurie J. Hall Trustee
– -$12K -220 Closed
VCM
1082
Vigilant Capital Management
Maine
– -$12K -210 Closed
1832 Asset Management
1083
1832 Asset Management
Ontario, Canada
– -$10K -187 Closed
M1FG
1084
Mach-1 Financial Group
Arkansas
– -$7K -145 Closed
WWM
1085
Wagner Wealth Management
South Carolina
– -$7K -123 Closed
VWM
1086
Valley Wealth Managers
New Jersey
– -$6K -105 Closed
MCA
1087
Maryland Capital Advisors
Maryland
– -$5K -93 Closed
PB
1088
Pinnacle Bancorp
Nebraska
– -$3K -50 Closed
SCA
1089
Stonebridge Capital Advisors
Minnesota
– -$3K -50 Closed
RMC
1090
Resources Management Corp
Connecticut
– -$2K -40 Closed
EW
1091
Evoke Wealth
California
– -$2K -36 Closed
LS
1092
Leelyn Smith
Illinois
– -$2K -33 Closed
SFO
1093
Standard Family Office
South Dakota
– -$2K -31 Closed
CWM
1094
Castle Wealth Management
Florida
– -$2K -30 Closed
HR
1095
Howe & Rusling
New York
– -$1K -25 Closed
PGAM
1096
Princeton Global Asset Management
New Jersey
– -$1K -24 Closed
CWA
1097
Carolina Wealth Advisors
South Carolina
– -$1K -21 Closed
T
1098
TOBAM
France
– -$1K -13 Closed
BWS
1099
BCR Wealth Strategies
Alabama
– -$1K -10 Closed
LWANC
1100
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$1K -10 Closed
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