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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
MIG
701
McGuire Investment Group
Rhode Island
$1.16M +$28.3K +110 +2%
NAM
702
NorthCoast Asset Management
Connecticut
$1.16M +$16.2K +63 +1%
RCM
703
RB Capital Management
Nevada
$1.14M +$29.3K +114 +2%
CWM
704
Cabot Wealth Management
Massachusetts
$1.14M +$1.22M +4,752 New
GAM
705
Griffin Asset Management
New York
$1.13M -$95K -370 -7%
TCWM
706
Total Clarity Wealth Management
Illinois
$1.13M +$60.4K +235 +5%
GG
707
Gofen & Glossberg
Illinois
$1.13M +$266K +1,035 +28%
AWA
708
Aaron Wealth Advisors
Illinois
$1.12M -$2.57K -10 -0.2%
FAIM
709
Financial Advocates Investment Management
Washington
$1.12M -$216K -841 -15%
AA
710
Ancora Advisors
Ohio
$1.12M +$2.31K +9 +0.2%
CW
711
CreativeOne Wealth
Kansas
$1.12M -$5.91K -23 -0.5%
HCM
712
Hodges Capital Management
Texas
$1.12M +$565K +2,200 +90%
VLC
713
Van Leeuwen & Company
New Jersey
$1.11M – – –
C
714
Certuity
Florida
$1.11M +$173K +674 +17%
MRCM
715
M&R Capital Management
New Jersey
$1.1M +$51.4K +200 +5%
AWM
716
Apollon Wealth Management
South Carolina
$1.1M +$261K +1,017 +28%
BBP
717
Banco BTG Pactual
Brazil
$1.1M – – –
CA
718
Clearstead Advisors
Ohio
$1.09M -$272K -1,059 -19%
SM
719
SG3 Management
Puerto Rico
$1.08M +$642K +2,500 +125%
ACM
720
Ascendant Capital Management
California
$1.08M +$1.16M +4,500 New
OPS
721
Orion Portfolio Solutions
Nebraska
$1.07M +$88.1K +343 +8%
CRWM
722
Castle Rock Wealth Management
California
$1.07M +$773K +3,009 +198%
TMAM
723
Tokio Marine Asset Management
Japan
$1.07M +$66.3K +258 +6%
SMC
724
Smith, Moore & Co
Missouri
$1.07M +$19.3K +75 +2%
FCH
725
Freestone Capital Holdings
Washington
$1.06M +$434K +1,691 +61%
27 28
29
30 31

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.