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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
AB
376
Amalgamated Bank
New York
$4.2M -$55.6K -285 -1%
Qube Research & Technologies (QRT)
377
Qube Research & Technologies (QRT)
United Kingdom
$4.18M -$8.9M -45,614 -70%
HAG
378
HighPoint Advisor Group
Illinois
$4.17M +$322K +1,649 +11%
GPA
379
Garrison Point Advisors
California
$4.14M -$368K -1,886 -9%
IC
380
IEQ Capital
California
$4.11M -$2.37M -12,138 -39%
PI
381
PineBridge Investments
New York
$4.09M +$640K +3,282 +21%
SA
382
SRN Advisors
Pennsylvania
$3.98M +$3.51M +18,019 New
HIA
383
Harbor Investment Advisory
Maryland
$3.94M -$326K -1,670 -8%
SW
384
SlateStone Wealth
Florida
$3.87M -$1.77M -9,083 -34%
MIAN
385
Mariner Independent Advisor Network
Kansas
$3.82M +$269K +1,377 +9%
GAM
386
Greenwoods Asset Management
Cayman Islands
$3.77M +$3.37M +17,300 New
PCM
387
Prelude Capital Management
New York
$3.73M +$3.35M +17,150 New
ECM
388
ExodusPoint Capital Management
New York
$3.69M -$8.64M -44,269 -72%
IFWM
389
Institute for Wealth Management
Colorado
$3.68M -$75.9K -389 -2%
Daiwa Securities Group
390
Daiwa Securities Group
Japan
$3.67M +$115K +591 +4%
LSA
391
L & S Advisors
California
$3.67M +$410K +2,100 +14%
BBHC
392
Brown Brothers Harriman & Co
New York
$3.66M -$207K -1,060 -6%
NG
393
NWK Group
California
$3.64M +$3.26M +16,737 New
AAS
394
Avantax Advisory Services
Texas
$3.6M -$3.14M -16,108 -49%
CWP
395
CFM Wealth Partners
Texas
$3.56M +$820K +4,204 +35%
GIA
396
Gateway Investment Advisers
Ohio
$3.52M +$4.29K +22 +0.1%
CCM
397
Covington Capital Management
California
$3.49M -$56.6K -290 -2%
CIBC Asset Management
398
CIBC Asset Management
Ontario, Canada
$3.49M – – –
OWP
399
Old Well Partners
North Carolina
$3.48M -$195K -1,000 -6%
JAMH
400
Junson Asset Management (HK)
Hong Kong
$3.48M +$3.12M +16,000 New
14 15
16
17 18

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.