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XYZ

Block Inc
XYZ

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: 1,296 → 1,349 (+53)

3% more funds holding in top 10

Funds holding in top 10: 75 → 77 (+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

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$596M
2
Invesco
Invesco
Georgia
+$284M
3
Jennison Associates
Jennison Associates
New York
+$232M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$224M
5
WRCM
Whale Rock Capital Management
Massachusetts
+$223M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.12B
2
AIM
ARK Investment Management
Florida
-$682M
3
BlackRock
BlackRock
New York
-$264M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$201M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$179M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
801
Howard Wealth Management
Connecticut
$734K +$2.32K +10 +0.3%
PWAG
802
Polaris Wealth Advisory Group
California
$734K +$704K +3,035 New
VHAM
803
Van Hulzen Asset Management
California
$733K -$2.32K -10 -0.3%
CC
804
Codex Capital
New York
$732K – – –
RC
805
RBF Capital
California
$731K -$696K -3,000 -50%
MC
806
Matisse Capital
Oregon
$731K +$23.2K +100 +3%
GAM
807
Grandview Asset Management
Pennsylvania
$730K +$32.5K +140 +5%
WWM
808
WJ Wealth Management
Arizona
$721K -$84.9K -366 -11%
CI
809
Cigna Investments
Connecticut
$719K +$16.9K +73 +3%
FFN
810
Focus Financial Network
Minnesota
$712K +$115K +497 +20%
TIS
811
Tortoise Index Solutions
Kansas
$710K +$55.4K +239 +9%
SSWM
812
Sheets Smith Wealth Management
North Carolina
$708K +$273K +1,176 +68%
QI
813
Qtron Investments
Massachusetts
$703K – – –
QI
814
QS Investors
New York
$693K – – –
MS
815
Maven Securities
Jersey
$686K +$650K +2,802 New
VWA
816
V Wealth Advisors
Kansas
$678K +$52.4K +226 +9%
CWA
817
Capital Wealth Alliance
Arizona
$677K +$15.1K +65 +2%
WP
818
WealthPLAN Partners
Nebraska
$674K -$189K -814 -25%
CM
819
Capula Management
Cayman Islands
$673K +$640K +2,760 New
ProShare Advisors
820
ProShare Advisors
Maryland
$671K +$255K +1,098 +66%
IC
821
Intersect Capital
California
$670K -$11.6K -50 -2%
FCH
822
Freestone Capital Holdings
Washington
$670K +$418K +1,801 +190%
HMS
823
Hanseatic Management Services
New Mexico
$669K -$57.5K -248 -8%
FANJ
824
Financial Architects (New Jersey)
New Jersey
$668K – – –
SA
825
Strategic Advisors
New York
$663K +$83K +358 +15%
31 32
33
34 35

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.