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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
AA
651
Ancora Advisors
Ohio
$987K -$8K -41 -0.9%
FB
652
Fulton Bank
Pennsylvania
$984K +$33.2K +170 +4%
ADIM
653
Alpha DNA Investment Management
Maryland
$981K +$880K +4,510 New
CCA
654
Column Capital Advisors
Indiana
$965K -$15.2K -78 -2%
SS
655
Sunbelt Securities
Texas
$958K +$21.3K +109 +3%
KWM
656
Kingsview Wealth Management
Oregon
$953K +$144K +738 +20%
PP
657
Paloma Partners
Connecticut
$949K -$36.2M -185,806 -98%
SMC
658
Smith, Moore & Co
Missouri
$948K +$106K +545 +14%
CT
659
Coastline Trust
Rhode Island
$947K – – –
HH
660
Hilltop Holdings
Texas
$940K +$150K +767 +22%
MFG
661
Menard Financial Group
Texas
$939K +$250K +1,283 +42%
NCM
662
Next Capital Management
New York
$935K – – –
FANJ
663
Financial Architects (New Jersey)
New Jersey
$935K +$109K +561 +15%
FTUS
664
Flow Traders U.S.
New York
$935K +$838K +4,298 New
MRCM
665
M&R Capital Management
New Jersey
$931K -$35.1K -180 -4%
SOADOR
666
State of Alaska Department of Revenue
Alaska
$930K +$834K +4,277 New
NIM
667
NuWave Investment Management
New Jersey
$909K +$808K +4,144 +12,950%
TCWM
668
Total Clarity Wealth Management
Illinois
$908K +$54.6K +280 +7%
GAG
669
GM Advisory Group
New York
$905K -$65.5K -336 -7%
EWM
670
Empirical Wealth Management
Washington
$899K -$174K -894 -18%
OPS
671
Orion Portfolio Solutions
Nebraska
$894K +$63.8K +327 +9%
MIG
672
McGuire Investment Group
Rhode Island
$888K – – –
PP
673
Professional Planning
California
$887K +$795K +4,076 New
BL
674
BFSG LLC
California
$884K +$792K +4,062 New
RCM
675
RB Capital Management
Nevada
$879K -$16.6K -85 -2%
25 26
27
28 29

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.