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XYZ

Block Inc
XYZ

1,349 hedge funds and large institutions have $71.8B invested in Block Inc in 2021 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 606 increasing their positions, 381 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 103

59% more repeat investments, than reductions

Existing positions increased: 606 | Existing positions reduced: 381

9% more capital invested

Capital invested by funds: $66.1B → $71.8B (+$5.64B)

4% more funds holding

Funds holding: 1,296 → 1,349 (+53)

3% more funds holding in top 10

Funds holding in top 10: 75 → 77 (+2)

0.33% more ownership

Funds ownership: 74.87% → 75.2% (+0.33%)

39% less call options, than puts

Call options by funds: $6.1B | Put options by funds: $9.92B

Holders
1,349
Holders Change
+53
Holders Change %
+4.09%
% of All Funds
23.48%
Holding in Top 10
77
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.67%
% of All Funds
1.34%
New
167
Increased
606
Reduced
381
Closed
103
Calls
$6.1B
Puts
$9.92B
Net Calls
-$3.82B
Net Calls Change
-$1.61B

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$596M
2
Invesco
Invesco
Georgia
+$284M
3
Jennison Associates
Jennison Associates
New York
+$232M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$224M
5
WRCM
Whale Rock Capital Management
Massachusetts
+$223M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.12B
2
AIM
ARK Investment Management
Florida
-$682M
3
BlackRock
BlackRock
New York
-$264M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$201M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$179M
Name Holding Trade Value Shares
Change 		Change in
Stake
XS
601
XR Securities
Illinois
$1.69M -$629K -2,713 -28%
SWM
602
SeaCrest Wealth Management
New York
$1.68M +$2.09K +9 +0.1%
FWM
603
Frontier Wealth Management
Missouri
$1.66M -$7.89K -34 -0.5%
EWA
604
Exencial Wealth Advisors
Oklahoma
$1.65M +$94.2K +406 +6%
IAIM
605
International Assets Investment Management
Florida
$1.64M -$1.38M -5,937 -47%
Carson Wealth (CWM LLC)
606
Carson Wealth (CWM LLC)
Nebraska
$1.63M – – –
OQS
607
Occudo Quantitative Strategies
Florida
$1.63M +$758K +3,268 +96%
NIM
608
Northeast Investment Management
Massachusetts
$1.6M +$178K +768 +13%
VI
609
Vestcor Inc
New Brunswick, Canada
$1.59M +$1.52M +6,541 New
SRAM
610
Spouting Rock Asset Management
Pennsylvania
$1.59M +$464 +2 +0%
KWM
611
Kingsview Wealth Management
Oregon
$1.59M -$1.1M -4,763 -42%
RCIM
612
Russell Clark Investment Management
United Kingdom
$1.58M – – –
PA
613
Paragon Advisors
Texas
$1.58M +$1.18M +5,101 +367%
AGA
614
Accuvest Global Advisors
Utah
$1.57M -$30.8K -133 -2%
MA
615
Modus Advisors
Minnesota
$1.57M +$58.9K +254 +4%
WAM
616
Werlinich Asset Management
Connecticut
$1.56M -$75.4K -325 -5%
LS
617
Livforsakringsbolaget Skandia
Sweden
$1.56M +$232K +1,000 +19%
AFC
618
AFT Forsyth & Company
Florida
$1.53M +$909K +3,920 +166%
WAM
619
World Asset Management
Michigan
$1.52M -$51.3K -221 -3%
HSA
620
Hussman Strategic Advisors
Maryland
$1.51M +$1.44M +6,200 New
MWM
621
Meridian Wealth Management
Kentucky
$1.49M +$261K +1,126 +23%
RJT
622
Raymond James Trust
Florida
$1.49M +$62.6K +270 +5%
PWM
623
Perigon Wealth Management
California
$1.49M +$132K +570 +10%
VPIM
624
Vanguard Personalized Indexing Management
California
$1.47M -$707K -3,048 -34%
WWM
625
WT Wealth Management
Arizona
$1.47M +$65.2K +281 +5%
23 24
25
26 27

XYZ Hedge Fund Activity: Q2 2021 in Review

1,349 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q2 2021, worth a combined $71.8B — up 8.5% from $66.1B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new XYZ positions and 103 closed out — a net gain of 64 holders — while 606 added to existing stakes and 381 trimmed.

The largest buyer was Lone Pine Capital, adding an estimated $596M. The largest seller was Fidelity Investments, cutting an estimated $1.12B.

  • 1,349 institutional investors held Block Inc (XYZ) as of Q2 2021, up from 1,296 in Q1 2021.
  • Funds reported $71.8B of Block Inc stock for Q2 2021, up 8.5% quarter-over-quarter.
  • 167 funds opened new Block Inc positions in Q2 2021 and 103 closed out, a net change of +64 holders.
  • The largest Block Inc buyer in Q2 2021 was Lone Pine Capital, an estimated $596M added.
  • The largest Block Inc seller in Q2 2021 was Fidelity Investments, an estimated $1.12B sold.

Based on aggregated 13F filings for Q2 2021.