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XYZ

Block Inc

1,004 hedge funds and large institutions have $25B invested in Block Inc in 2022 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 294 increasing their positions, 405 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 115

42% more funds holding in top 10

Funds holding in top 10: 2434 (+10)

25% more capital invested

Capital invested by funds: $20.1B → $25B (+$4.98B)

4% more funds holding

Funds holding: 9701,004 (+34)

2.77% more ownership

Funds ownership: 68.97%71.73% (+2.8%)

4% less call options, than puts

Call options by funds: $2.36B | Put options by funds: $2.47B

27% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 405

Holders
1,004
Holders Change
+34
Holders Change %
+3.51%
% of All Funds
16.14%
Holding in Top 10
34
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+41.67%
% of All Funds
0.55%
New
168
Increased
294
Reduced
405
Closed
115
Calls
$2.36B
Puts
$2.47B
Net Calls
-$110M
Net Calls Change
+$205M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.2B +$72.8M +1,179,874 +3%
BlackRock
2
BlackRock
New York
$1.61B +$64.9M +1,051,290 +4%
Morgan Stanley
3
Morgan Stanley
New York
$1.37B -$75.6M -1,225,112 -5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.28B +$780M +12,634,225 +165%
Sands Capital Management
5
Sands Capital Management
Virginia
$990M -$7.5M -121,584 -0.8%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$844M +$95.3M +1,543,879 +13%
AWA
7
Arete Wealth Advisors
Illinois
$838M -$15K -243 -2%
Fisher Asset Management
8
Fisher Asset Management
Washington
$714M +$419M +6,791,842 +149%
State Street
9
State Street
Massachusetts
$683M +$3.92M +63,471 +0.6%
Capital World Investors
10
Capital World Investors
California
$590M +$80.8K +1,309 +0%
AIM
11
ARK Investment Management
Florida
$566M -$11.6M -188,489 -2%
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$534M +$8.18M +132,504 +2%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$528M -$22.8M -369,586 -4%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$473M +$33.5M +542,272 +8%
NAMA
15
Nikko Asset Management Americas
New York
$438M +$6M +97,166 +1%
BCM
16
Bares Capital Management
Texas
$415M +$21.2K +344 +0%
Norges Bank
17
Norges Bank
Norway
$354M +$26.4M +427,657 +8%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$345M +$13.2M +213,510 +4%
Coatue Management
19
Coatue Management
New York
$338M +$24.3M +393,122 +8%
Viking Global Investors
20
Viking Global Investors
Connecticut
$282M -$51M -827,295 -16%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$248M -$13.3M -215,184 -5%
Goldman Sachs
22
Goldman Sachs
New York
$239M -$72.1M -1,169,016 -23%
Capital International Investors
23
Capital International Investors
California
$212M -$30.4M -492,166 -13%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$207M +$203M +3,289,733 New
FCM
25
Farallon Capital Management
California
$202M +$39.1M +634,000 +25%

XYZ Hedge Fund Activity: Q4 2022 in Review

1,004 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q4 2022, worth a combined $25B — up 25% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new XYZ positions and 115 closed out — a net gain of 53 holders — while 294 added to existing stakes and 405 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $780M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $225M sold.

  • 1,004 institutional investors held Block Inc (XYZ) as of Q4 2022, up from 970 in Q3 2022.
  • Funds reported $25B of Block Inc stock for Q4 2022, up 25% quarter-over-quarter.
  • 168 funds opened new Block Inc positions in Q4 2022 and 115 closed out, a net change of +53 holders.
  • The largest Block Inc buyer in Q4 2022 was Fidelity Investments, an estimated $780M added.
  • The largest Block Inc seller in Q4 2022 was Renaissance Technologies, an estimated $225M sold.

Based on aggregated 13F filings for Q4 2022.