We are live on ! Find out more
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
DS
651
DRW Securities
Illinois
$274K +$200K +2,610 New
LSPW
652
Lake Street Private Wealth
Illinois
$271K +$198K +2,587 New
FANJ
653
Financial Architects (New Jersey)
New Jersey
$268K +$15.3K +200 +8%
SA
654
Strategic Advisors
New York
$262K -$189K -2,463 -55%
MRCM
655
M&R Capital Management
New Jersey
$262K +$191K +2,500 New
RG
656
Rathbones Group
United Kingdom
$261K +$190K +2,485 New
SBH
657
Segall Bryant & Hamill
Illinois
$261K +$191K +2,500 New
XS
658
XR Securities
Illinois
$260K -$1.01M -13,191 -84%
CWM
659
Cornerstone Wealth Management
Missouri
$258K -$105K -1,365 -36%
AL
660
Arnhold LLC
New York
$256K +$187K +2,440 New
V
661
Veritable
Delaware
$255K +$186K +2,432 New
MCP
662
Mirador Capital Partners
California
$253K +$184K +2,407 New
EFSCE
663
Enterprise Financial Services Corp (EFSC)
Missouri
$252K +$126K +1,648 +219%
GG
664
Gofen & Glossberg
Illinois
$252K +$184K +2,400 New
CA
665
Calton & Associates
Florida
$252K +$184K +2,406 New
PFA
666
Paradigm Financial Advisors
Missouri
$251K +$183K +2,389 New
TC
667
Truvestments Capital
Florida
$250K +$91K +1,189 +99%
TW
668
TrinityPoint Wealth
Connecticut
$250K +$182K +2,378 New
AFC
669
AFT Forsyth & Company
Florida
$248K -$492K -6,430 -73%
EWM
670
Executive Wealth Management
Michigan
$247K +$180K +2,356 New
GIA
671
Guyasuta Investment Advisors
Pennsylvania
$245K +$179K +2,333 New
FCI
672
Financial Counselors Inc
Kansas
$245K +$179K +2,336 New
EP
673
EPIQ Partners
Minnesota
$244K +$178K +2,326 New
ECM
674
ETrade Capital Management
Virginia
$240K +$176K +2,293 New
JAWM
675
J. Arnold Wealth Management
Ohio
$235K -$524K -6,850 -75%

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.