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XYZ

Block Inc

865 hedge funds and large institutions have $31.4B invested in Block Inc in 2020 Q2 according to their latest regulatory filings, with 208 funds opening new positions, 272 increasing their positions, 293 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 208 | Existing positions closed: 95

114% more capital invested

Capital invested by funds: $14.7B → $31.4B (+$16.7B)

38% more funds holding in top 10

Funds holding in top 10: 2940 (+11)

14% more funds holding

Funds holding: 756865 (+109)

3.39% more ownership

Funds ownership: 79.06%82.45% (+3.4%)

7% less repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 293

26% less call options, than puts

Call options by funds: $2.68B | Put options by funds: $3.61B

Holders
865
Holders Change
+109
Holders Change %
+14.42%
% of All Funds
17.74%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
0.82%
New
208
Increased
272
Reduced
293
Closed
95
Calls
$2.68B
Puts
$3.61B
Net Calls
-$936M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
576
Realta Investment Advisors
Delaware
$373K -$61.4K -802 -18%
OPS
577
Orion Portfolio Solutions
Nebraska
$373K -$16K -209 -6%
TIS
578
Tortoise Index Solutions
Kansas
$371K -$193K -2,515 -42%
VIA
579
Vident Investment Advisory
Georgia
$371K -$193K -2,515 -42%
ET
580
Equitable Trust
Tennessee
$371K -$59.4K -776 -18%
S
581
Seeyond
France
$370K +$138K +1,807 +105%
Acadian Asset Management
582
Acadian Asset Management
Massachusetts
$370K +$148K +1,928 +120%
PIMG
583
Patriot Investment Management Group
Tennessee
$369K +$269K +3,517 New
PAS
584
Partnervest Advisory Services
California
$369K -$29.2K -381 -10%
VFA
585
Valeo Financial Advisors
Indiana
$369K -$24K -313 -8%
JPLA
586
Joseph P. Lucia & Associates
New York
$369K +$208K +2,720 +340%
JT
587
Jump Trading
Illinois
$369K +$269K +3,513 New
SLAM
588
Swiss Life Asset Management
$367K +$268K +3,500 New
HCMNY
589
Howard Capital Management (New York)
New York
$367K -$191K -2,500 -42%
FMW
590
Farr Miller & Washington
District of Columbia
$367K +$268K +3,500 New
PVH
591
Psagot Value Holdings
Israel
$367K +$268K +3,500 New
JGC
592
J. Goldman & Co
New York
$366K +$267K +3,489 New
PCG
593
Private Capital Group
Connecticut
$364K +$51.8K +677 +24%
GBBWRPM
594
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$362K +$264K +3,448 New
TEC
595
Tiger Eye Capital
Tennessee
$359K +$262K +3,418 New
PCA
596
Personal Capital Advisors
California
$359K +$262K +3,422 New
UB
597
UMB Bank
Missouri
$358K +$261K +3,413 New
FMLI
598
Fukoku Mutual Life Insurance
Japan
$357K
KTC
599
Kistler-Tiffany Companies
Pennsylvania
$356K +$58.8K +768 +29%
FAIM
600
Financial Advocates Investment Management
Washington
$355K +$259K +3,380 New

XYZ Hedge Fund Activity: Q2 2020 in Review

865 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q2 2020, worth a combined $31.4B — up 114% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 208 funds opened new XYZ positions and 95 closed out — a net gain of 113 holders — while 272 added to existing stakes and 293 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.53B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $351M sold.

  • 865 institutional investors held Block Inc (XYZ) as of Q2 2020, up from 756 in Q1 2020.
  • Funds reported $31.4B of Block Inc stock for Q2 2020, up 114% quarter-over-quarter.
  • 208 funds opened new Block Inc positions in Q2 2020 and 95 closed out, a net change of +113 holders.
  • The largest Block Inc buyer in Q2 2020 was Morgan Stanley, an estimated $1.53B added.
  • The largest Block Inc seller in Q2 2020 was Lone Pine Capital, an estimated $351M sold.

Based on aggregated 13F filings for Q2 2020.