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XYZ

Block Inc
XYZ

1,377 hedge funds and large institutions have $74.6B invested in Block Inc in 2021 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 613 increasing their positions, 411 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 411

43% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 97

3.11% more ownership

Funds ownership: 75.2% → 78.31% (+3.1%)

2% more funds holding

Funds holding: 1,349 → 1,377 (+28)

4% more capital invested

Capital invested by funds: $71.8B → $74.6B (+$2.83B)

0% more funds holding in top 10

Funds holding in top 10: 77 → 77 (0)

39% less call options, than puts

Call options by funds: $6.65B | Put options by funds: $10.8B

Holders
1,377
Holders Change
+28
Holders Change %
+2.08%
% of All Funds
24.11%
Holding in Top 10
77
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.35%
New
139
Increased
613
Reduced
411
Closed
97
Calls
$6.65B
Puts
$10.8B
Net Calls
-$4.18B
Net Calls Change
-$361M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$2.39B
2
Sands Capital Management
Sands Capital Management
Virginia
+$850M
3
Jennison Associates
Jennison Associates
New York
+$749M
4
Goldman Sachs
Goldman Sachs
New York
+$638M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$588M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$500M
2
AIM
ARK Investment Management
Florida
-$493M
3
Coatue Management
Coatue Management
New York
-$369M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$324M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$275M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
676
Panagora Asset Management
Massachusetts
$1.3M +$542K +2,111 +64%
NFG
677
Next Financial Group
Texas
$1.29M -$1.34M -5,221 -49%
IA
678
Insight Advisors
Pennsylvania
$1.29M -$1.28K -5 -0.1%
LTI
679
Laffer Tengler Investments
Tennessee
$1.27M +$338K +1,316 +33%
AP
680
Americana Partners
Texas
$1.26M +$1.03M +4,010 +319%
AF
681
Aldebaran Financial
$1.25M -$6.42K -25 -0.5%
LS
682
Livforsakringsbolaget Skandia
Sweden
$1.25M -$308K -1,200 -19%
FT
683
Fiduciary Trust
Massachusetts
$1.25M -$20.5K -80 -2%
AO
684
Advisor OS
Illinois
$1.25M +$31.3K +122 +2%
LB
685
Legacy Bridge
Iowa
$1.24M +$44.7K +174 +3%
CCG
686
Capital CS Group
California
$1.23M +$837K +3,258 +175%
AC
687
Addison Capital
Pennsylvania
$1.22M -$10.3K -40 -0.8%
LNWWM
688
Laird Norton Wetherby Wealth Management
California
$1.22M +$42.9K +167 +3%
WCM
689
Washburn Capital Management
Florida
$1.21M -$38.5K -150 -3%
AAIM
690
American Assets Investment Management
California
$1.2M – – –
HH
691
Hilltop Holdings
Texas
$1.2M +$286K +1,115 +29%
SS
692
Sunbelt Securities
Texas
$1.2M – – –
PFGIA
693
Patriot Financial Group Insurance Agency
Massachusetts
$1.19M +$62.9K +245 +5%
PPP
694
Private Portfolio Partners
New Jersey
$1.19M -$8.99K -35 -0.7%
SMH
695
Sanders Morris Harris
Texas
$1.19M – – –
KLCM
696
KG&L Capital Management
Louisiana
$1.18M +$293K +1,141 +30%
WFC
697
Western Financial Corp
California
$1.18M +$65.2K +254 +5%
ATPW
698
Ashton Thomas Private Wealth
Arizona
$1.17M -$27.5K -107 -2%
PCA
699
Personal Capital Advisors
California
$1.16M +$391K +1,521 +46%
IA
700
IAM Advisory
Pennsylvania
$1.16M +$1.28M +4,998 New
26 27
28
29 30

XYZ Hedge Fund Activity: Q3 2021 in Review

1,377 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q3 2021, worth a combined $74.6B — up 3.9% from $71.8B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new XYZ positions and 97 closed out — a net gain of 42 holders — while 613 added to existing stakes and 411 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $2.39B. The largest seller was Morgan Stanley, cutting an estimated $500M.

  • 1,377 institutional investors held Block Inc (XYZ) as of Q3 2021, up from 1,349 in Q2 2021.
  • Funds reported $74.6B of Block Inc stock for Q3 2021, up 3.9% quarter-over-quarter.
  • 139 funds opened new Block Inc positions in Q3 2021 and 97 closed out, a net change of +42 holders.
  • The largest Block Inc buyer in Q3 2021 was T. Rowe Price Associates, an estimated $2.39B added.
  • The largest Block Inc seller in Q3 2021 was Morgan Stanley, an estimated $500M sold.

Based on aggregated 13F filings for Q3 2021.