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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
CIC
501
Chase Investment Counsel
Virginia
$1.98M +$1.78M +9,110 New
CCP
502
Cunning Capital Partners
North Carolina
$1.98M +$1.78M +9,100 New
LWM
503
Loveless Wealth Management
Montana
$1.95M -$189K -970 -10%
BCM
504
BlueMar Capital Management
Florida
$1.94M +$1.74M +8,919 New
CBA
505
Coastal Bridge Advisors
Connecticut
$1.94M +$1.73M +8,892 New
BDS
506
Banco de Sabadell
Florida
$1.93M +$13.7K +70 +0.8%
FI
507
FormulaFolio Investments
Michigan
$1.9M +$1.46M +7,479 +604%
GCP
508
GSA Capital Partners
United Kingdom
$1.9M +$1.37M +7,001 +409%
BAMF
509
BI Asset Management Fondsmaeglerselskab
Denmark
$1.89M +$450K +2,305 +36%
OCM
510
Orser Capital Management
Texas
$1.87M +$372K +1,905 +28%
SP
511
SWS Partners
Ohio
$1.87M -$116K -594 -6%
DWM
512
Dakota Wealth Management
Florida
$1.84M +$1.65M +8,455 New
NCGI
513
Next Century Growth Investors
Minnesota
$1.83M -$78.2K -401 -5%
PP
514
Prudential plc
United Kingdom
$1.82M +$17K +87 +1%
AF
515
Advisornet Financial
Minnesota
$1.82M -$150K -771 -8%
KeyBank National Association
516
KeyBank National Association
Ohio
$1.81M -$854K -4,377 -35%
GC
517
GFG Capital
Florida
$1.81M +$118K +606 +8%
EF
518
Empowered Funds
Pennsylvania
$1.79M +$1.61M +8,240 New
MMG
519
Monetary Management Group
Missouri
$1.79M -$737K -3,780 -31%
LNC
520
Lincoln National Corp
Pennsylvania
$1.79M +$235K +1,203 +17%
EPA
521
Element Pointe Advisors
Florida
$1.78M +$54.6K +280 +4%
MCC
522
Money Concepts Capital
Florida
$1.78M +$1.6M +8,184 New
QP
523
Quilter Plc
United Kingdom
$1.77M +$146K +747 +10%
SSG
524
Summit Securities Group
New York
$1.76M +$1.58M +8,100 New
GWM
525
Geneos Wealth Management
Colorado
$1.76M +$561K +2,878 +50%
19 20
21
22 23

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.