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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
KFP
526
KMG Fiduciary Partners
Ohio
$1.75M -$45.8K -235 -3%
MOS
527
MGO One Seven
Ohio
$1.74M +$79.6K +408 +5%
NFSG
528
Newbridge Financial Services Group
Florida
$1.73M +$63.8K +327 +4%
JRP
529
Jasper Ridge Partners
California
$1.73M – – –
OIA
530
OneDigital Investment Advisors
Kansas
$1.72M +$213K +1,094 +16%
H
531
HoyleCohen
California
$1.72M -$1.95K -10 -0.1%
MYLI
532
Meiji Yasuda Life Insurance
Japan
$1.72M +$696K +3,569 +83%
TRCT
533
Tower Research Capital (TRC)
New York
$1.7M -$970K -4,971 -39%
BFO
534
Boston Family Office
Massachusetts
$1.68M +$101K +520 +7%
CAPTRUST Financial Advisors
535
CAPTRUST Financial Advisors
North Carolina
$1.68M +$289K +1,479 +24%
LNWWM
536
Laird Norton Wetherby Wealth Management
California
$1.67M -$652K -3,340 -30%
VPIM
537
Vanguard Personalized Indexing Management
California
$1.66M +$122K +626 +9%
PAS
538
Park Avenue Securities
New York
$1.66M +$486K +2,489 +49%
RSC
539
Red Spruce Capital
Pennsylvania
$1.64M -$248K -1,270 -14%
LWAC
540
Laurel Wealth Advisors (California)
California
$1.63M -$49.4K -253 -3%
GT
541
Glenmede Trust
Pennsylvania
$1.63M +$39.2K +201 +3%
Carson Wealth (CWM LLC)
542
Carson Wealth (CWM LLC)
Nebraska
$1.63M – – –
PIA
543
Perennial Investment Advisors
California
$1.62M +$10.7K +55 +0.7%
TMAM
544
Tokio Marine Asset Management
Japan
$1.62M +$679K +3,483 +88%
PWA
545
Phoenix Wealth Advisors
North Carolina
$1.62M +$1.45M +7,441 New
PM
546
Parametrica Management
Hong Kong
$1.62M +$1.45M +7,433 New
PRC
547
Pearl River Capital
Michigan
$1.62M +$1.45M +7,430 New
AAM
548
Anglepoint Asset Management
Cayman Islands
$1.62M -$44.5M -228,274 -97%
BCM
549
Brookstone Capital Management
Illinois
$1.61M +$330K +1,690 +30%
WSFS
550
Wilmington Savings Fund Society
Delaware
$1.61M +$29.6K +152 +2%
20 21
22
23 24

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.