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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
FHA
426
Flagship Harbor Advisors
Massachusetts
$3M +$173K +885 +7%
IRF
427
IBM Retirement Fund
New York
$2.98M +$331K +1,696 +14%
HAI
428
Hennessy Advisors Inc
California
$2.94M -$878K -4,500 -25%
WHAM
429
Windmill Hill Asset Management
United Kingdom
$2.93M -$3M -15,403 -53%
CA
430
Cetera Advisors
Colorado
$2.88M +$78.6K +403 +3%
Acadian Asset Management
431
Acadian Asset Management
Massachusetts
$2.83M +$1M +5,150 +66%
TVWM
432
Tower View Wealth Management
Wisconsin
$2.83M -$412K -2,110 -14%
NA
433
NewEdge Advisors
Louisiana
$2.79M +$695K +3,564 +39%
F
434
F3Logic
Minnesota
$2.78M -$790K -4,050 -24%
CC
435
Centiva Capital
New York
$2.78M +$1.1M +5,645 +79%
WA
436
WP Advisors
California
$2.77M – – –
EDRH
437
Edmond de Rothschild Holding
Switzerland
$2.77M +$903K +4,631 +57%
CWMU
438
Caliber Wealth Management (Utah)
Utah
$2.74M +$2.46M +12,591 New
PFS
439
Prospera Financial Services
Texas
$2.73M +$2.38M +12,185 +3,338%
CAM
440
Cresset Asset Management
Illinois
$2.71M +$64.6K +331 +3%
SAM
441
Shell Asset Management
Netherlands
$2.71M +$1.36M +6,995 +128%
Bank Julius Baer & Co
442
Bank Julius Baer & Co
Switzerland
$2.7M +$105K +538 +5%
GCM
443
Gables Capital Management
Florida
$2.69M -$229K -1,175 -9%
IMRF
444
Illinois Municipal Retirement Fund
Illinois
$2.65M +$1.63M +8,355 +218%
SDH
445
Sloy Dahl & Holst
Washington
$2.63M -$5.18M -26,555 -70%
APP
446
Alpha Paradigm Partners
Illinois
$2.63M +$2.36M +12,090 New
VCM
447
Virtue Capital Management
Tennessee
$2.6M -$411K -2,108 -15%
AWS
448
AJ Wealth Strategies
New York
$2.59M – – –
BCV
449
Banque Cantonale Vaudoise
Switzerland
$2.58M -$3.12K -16 -0.1%
WWM
450
Western Wealth Management
Colorado
$2.53M +$629K +3,223 +38%
16 17
18
19 20

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.