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XYZ

Block Inc

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: 1,2961,349 (+53)

3% more funds holding in top 10

Funds holding in top 10: 7577 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
651
Level Four Advisory Services
Texas
$1.29M -$265K -1,141 -18%
FT
652
Fiduciary Trust
Massachusetts
$1.29M +$41.7K +180 +4%
CI
653
Cavalier Investments
Georgia
$1.28M
AF
654
Aldebaran Financial
$1.27M -$4.64K -20 -0.4%
WCM
655
Washburn Capital Management
Florida
$1.26M -$24.6K -106 -2%
CG
656
Caprock Group
Idaho
$1.26M +$305K +1,313 +34%
PVH
657
Psagot Value Holdings
Israel
$1.25M +$1.19M +5,122 New
AC
658
Addison Capital
Pennsylvania
$1.25M +$38.3K +165 +3%
GAM
659
Griffin Asset Management
New York
$1.24M +$300K +1,295 +34%
AO
660
Advisor OS
Illinois
$1.24M +$299K +1,289 +34%
RC
661
Regents Capital
Hong Kong
$1.24M +$1.16M +5,000 New
BO
662
BRR OpCo
Ohio
$1.23M +$1.17M +5,026 New
LB
663
Legacy Bridge
Iowa
$1.22M -$30.4K -131 -3%
AAIM
664
American Assets Investment Management
California
$1.22M
FNT
665
First National Trust
Pennsylvania
$1.22M
PPP
666
Private Portfolio Partners
New Jersey
$1.22M -$9.05K -39 -0.8%
ATPW
667
Ashton Thomas Private Wealth
Arizona
$1.22M -$231K -996 -17%
KCM
668
Kornitzer Capital Management
Kansas
$1.2M +$1.14M +4,913 New
SS
669
Sunbelt Securities
Texas
$1.2M +$20.6K +89 +2%
LNWWM
670
Laird Norton Wetherby Wealth Management
California
$1.2M -$609K -2,626 -35%
PWA
671
Phoenix Wealth Advisors
North Carolina
$1.19M -$731K -3,150 -40%
SAM
672
Sompo Asset Management
Japan
$1.18M +$16.2K +70 +1%
SMH
673
Sanders Morris Harris
Texas
$1.18M -$88.1K -380 -7%
UH
674
Unigestion Holding
Switzerland
$1.18M +$134K +579 +14%
NAM
675
NorthCoast Asset Management
Connecticut
$1.16M +$94.6K +408 +9%

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.