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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
FFN
551
Focus Financial Network
Minnesota
$1.61M +$118K +607 +9%
GAA
552
Green Alpha Advisors
Colorado
$1.6M +$1.44M +7,373 New
BCM
553
Bienville Capital Management
New York
$1.57M +$400K +2,050 +40%
IA
554
IFP Advisors
Florida
$1.57M +$216K +1,106 +18%
WAP
555
Wealthcare Advisory Partners
Pennsylvania
$1.57M -$20.1K -103 -1%
RFM
556
Royal Fund Management
Florida
$1.57M +$265K +1,359 +23%
JWCA
557
J.W. Cole Advisors
Florida
$1.56M -$512K -2,627 -27%
MC
558
Maverick Capital
Texas
$1.55M +$1.39M +7,111 New
AHB
559
Abner Herrman & Brock
New Jersey
$1.55M +$1.39M +7,110 New
EOJOAM
560
E. Ohman J:or Asset Management
Sweden
$1.55M -$293K -1,500 -17%
CIBC Private Wealth Group
561
CIBC Private Wealth Group
Georgia
$1.52M +$900K +4,615 +194%
CCM
562
Conway Capital Management
California
$1.52M +$1.36M +6,970 New
FWM
563
Frontier Wealth Management
Missouri
$1.51M +$38K +195 +3%
GAM
564
Gotham Asset Management
New York
$1.51M +$311K +1,596 +30%
WCM
565
Whitener Capital Management
North Carolina
$1.51M +$4.49K +23 +0.3%
WAM
566
World Asset Management
Michigan
$1.5M +$40.2K +206 +3%
DC
567
Davenport & Co
Virginia
$1.5M -$173K -888 -11%
JIP
568
Jaffetilchin Investment Partners
Florida
$1.48M +$975K +4,996 +275%
SFS
569
Sowell Financial Services
Arkansas
$1.48M -$32.8K -168 -2%
LPARFS
570
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$1.47M +$1.32M +6,770 New
CAN
571
Claraphi Advisory Network
United States
$1.46M -$15.8K -81 -1%
ICP
572
Interchange Capital Partners
Pennsylvania
$1.45M +$1.3M +6,677 New
MIM
573
Moseley Investment Management
Florida
$1.45M +$451K +2,314 +53%
HFM
574
Harvest Fund Management
China
$1.44M -$194K -994 -13%
HB
575
Homrich & Berg
Georgia
$1.43M +$43.3K +222 +3%
21 22
23
24 25

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.