We are live on ! Find out more
XYZ

Block Inc

865 hedge funds and large institutions have $31.4B invested in Block Inc in 2020 Q2 according to their latest regulatory filings, with 208 funds opening new positions, 272 increasing their positions, 293 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 208 | Existing positions closed: 95

114% more capital invested

Capital invested by funds: $14.7B → $31.4B (+$16.7B)

38% more funds holding in top 10

Funds holding in top 10: 2940 (+11)

14% more funds holding

Funds holding: 756865 (+109)

3.39% more ownership

Funds ownership: 79.06%82.45% (+3.4%)

7% less repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 293

26% less call options, than puts

Call options by funds: $2.68B | Put options by funds: $3.61B

Holders
865
Holders Change
+109
Holders Change %
+14.42%
% of All Funds
17.74%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
0.82%
New
208
Increased
272
Reduced
293
Closed
95
Calls
$2.68B
Puts
$3.61B
Net Calls
-$936M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Change in
Stake
NIPH
226
NN Investment Partners Holdings
Netherlands
$5.6M +$289K +3,777 +8%
Ensign Peak Advisors
227
Ensign Peak Advisors
Utah
$5.54M +$1.95M +25,523 +94%
VOYA Investment Management
228
VOYA Investment Management
Georgia
$5.49M -$5.41M -70,648 -57%
HLAM
229
Hidden Lake Asset Management
New York
$5.46M +$3.98M +52,000 New
M&T Bank
230
M&T Bank
New York
$5.41M -$246K -3,219 -6%
OAM
231
Oppenheimer Asset Management
New York
$5.41M +$262K +3,421 +7%
Baird Financial Group
232
Baird Financial Group
Wisconsin
$5.41M +$195K +2,546 +5%
HF
233
HRT Financial
New York
$5.39M +$3.93M +51,383 New
AII
234
AGF Investments Inc
Ontario, Canada
$5.36M +$3.91M +51,070 New
PCM
235
Palisade Capital Management
New Jersey
$5.35M -$11.5K -150 -0.3%
PAG
236
Private Advisor Group
New Jersey
$5.32M +$1.77M +23,126 +84%
Janney Montgomery Scott
237
Janney Montgomery Scott
Pennsylvania
$5.29M -$1.42M -18,578 -27%
SIMG
238
Stephens Investment Management Group
Texas
$5.25M -$25.3M -330,916 -87%
GCM
239
Graham Capital Management
Connecticut
$5.25M -$766K -10,000 -17%
ZIM
240
Zacks Investment Management
Illinois
$5.2M +$843K +11,005 +29%
CIA
241
CSat Investment Advisory
Michigan
$5.15M +$144K +1,887 +4%
TI
242
Tidal Investments
Wisconsin
$5.15M +$144K +1,887 +4%
FM
243
Family Management
New York
$5.13M +$27.2K +355 +0.7%
Aberdeen Group
244
Aberdeen Group
United Kingdom
$5.04M +$187K +2,449 +5%
CIC
245
Carnegie Investment Counsel
Ohio
$5M +$3.83K +50 +0.1%
EAMA
246
EFG Asset Management (Americas)
Florida
$5M -$279K -3,640 -7%
APA
247
American Portfolios Advisors
New York
$4.91M -$436K -5,690 -11%
TC
248
TwinBeech Capital
New York
$4.84M +$3.53M +46,107 New
GAM
249
Gotham Asset Management
New York
$4.82M -$4.49M -58,614 -56%
FDCDDQ
250
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.81M +$2.28M +29,723 +184%

XYZ Hedge Fund Activity: Q2 2020 in Review

865 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q2 2020, worth a combined $31.4B — up 114% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 208 funds opened new XYZ positions and 95 closed out — a net gain of 113 holders — while 272 added to existing stakes and 293 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.53B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $351M sold.

  • 865 institutional investors held Block Inc (XYZ) as of Q2 2020, up from 756 in Q1 2020.
  • Funds reported $31.4B of Block Inc stock for Q2 2020, up 114% quarter-over-quarter.
  • 208 funds opened new Block Inc positions in Q2 2020 and 95 closed out, a net change of +113 holders.
  • The largest Block Inc buyer in Q2 2020 was Morgan Stanley, an estimated $1.53B added.
  • The largest Block Inc seller in Q2 2020 was Lone Pine Capital, an estimated $351M sold.

Based on aggregated 13F filings for Q2 2020.