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XYZ

Block Inc
XYZ

1,241 hedge funds and large institutions have $64.7B invested in Block Inc in 2020 Q4 according to their latest regulatory filings, with 328 funds opening new positions, 475 increasing their positions, 330 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

362% more first-time investments, than exits

New positions opened: 328 | Existing positions closed: 71

44% more repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 330

37% more funds holding in top 10

Funds holding in top 10: 57 → 78 (+21)

36% more capital invested

Capital invested by funds: $47.7B → $64.7B (+$17B)

25% more funds holding

Funds holding: 996 → 1,241 (+245)

2.1% less ownership

Funds ownership: 79.02% → 76.92% (-2.1%)

35% less call options, than puts

Call options by funds: $6.23B | Put options by funds: $9.56B

Holders
1,241
Holders Change
+245
Holders Change %
+24.6%
% of All Funds
21.96%
Holding in Top 10
78
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+36.84%
% of All Funds
1.38%
New
328
Increased
475
Reduced
330
Closed
71
Calls
$6.23B
Puts
$9.56B
Net Calls
-$3.33B
Net Calls Change
-$1.64B

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$1.67B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$698M
3
BlackRock
BlackRock
New York
+$414M
4
AIM
ARK Investment Management
Florida
+$244M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$224M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.34B
2
Fidelity International
Fidelity International
Bermuda
-$569M
3
Capital World Investors
Capital World Investors
California
-$458M
4
HCM
HMI Capital Management
California
-$250M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$248M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
326
Moloney Securities Asset Management
Missouri
$5.86M -$986K -5,057 -16%
EMPI
327
Elo Mutual Pension Insurance
Finland
$5.75M +$5.15M +26,398 New
Axa
328
Axa
France
$5.72M +$162K +832 +3%
SP
329
Sarasin & Partners
United Kingdom
$5.69M -$1.69M -8,658 -25%
SPIA
330
Steward Partners Investment Advisory
New York
$5.68M +$210K +1,078 +4%
CTC (Chicago Trading Company)
331
CTC (Chicago Trading Company)
Illinois
$5.49M +$4.92M +25,211 New
AWM
332
Avitas Wealth Management
California
$5.44M +$1.48M +7,608 +44%
ACM
333
Altimeter Capital Management
Massachusetts
$5.44M +$4.88M +25,000 New
Jacobs Levy Equity Management
334
Jacobs Levy Equity Management
New Jersey
$5.4M +$4.84M +24,824 New
EAM
335
Erste Asset Management
Austria
$5.35M -$4.56M -23,400 -49%
HIIFS
336
Harel Insurance Investments & Financial Services
Israel
$5.3M +$1.14M +5,833 +335%
BCI
337
Brinker Capital Investments
Pennsylvania
$5.26M +$2.26M +11,585 +92%
EH
338
Equitable Holdings
New York
$5.24M +$208K +1,068 +5%
RIA
339
RPG Investment Advisory
California
$5.21M -$1.06M -5,457 -19%
CS
340
Candriam SCA
Luxembourg
$5.09M +$985K +5,050 +28%
AC
341
Avory & Company
Florida
$5.09M +$4.56M +23,368 New
BAWC
342
Black-and-white Capital
California
$5.08M +$4.56M +23,355 New
EAMA
343
EFG Asset Management (Americas)
Florida
$5.07M -$553K -2,835 -11%
AIM
344
Achmea Investment Management
Netherlands
$5.06M – – –
ERSOT
345
Employees Retirement System of Texas
Texas
$5.01M – – –
Calamos Advisors
346
Calamos Advisors
Illinois
$5M – – –
AP
347
AtonRa Partners
Switzerland
$4.94M +$4.43M +22,718 New
SIM
348
Spark Investment Management
New York
$4.9M – – –
MS
349
Mizuho Securities
Japan
$4.86M -$2.18M -11,193 -33%
AII
350
AGF Investments Inc
Ontario, Canada
$4.86M -$2.42M -12,427 -36%
12 13
14
15 16

XYZ Hedge Fund Activity: Q4 2020 in Review

1,241 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q4 2020, worth a combined $64.7B — up 36% from $47.7B a quarter earlier.

Buyers outnumbered sellers: 328 funds opened new XYZ positions and 71 closed out — a net gain of 257 holders — while 475 added to existing stakes and 330 trimmed.

The largest buyer was Jennison Associates, adding an estimated $1.67B. The largest seller was Morgan Stanley, cutting an estimated $1.34B.

  • 1,241 institutional investors held Block Inc (XYZ) as of Q4 2020, up from 996 in Q3 2020.
  • Funds reported $64.7B of Block Inc stock for Q4 2020, up 36% quarter-over-quarter.
  • 328 funds opened new Block Inc positions in Q4 2020 and 71 closed out, a net change of +257 holders.
  • The largest Block Inc buyer in Q4 2020 was Jennison Associates, an estimated $1.67B added.
  • The largest Block Inc seller in Q4 2020 was Morgan Stanley, an estimated $1.34B sold.

Based on aggregated 13F filings for Q4 2020.