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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
MGIA
801
Moneta Group Investment Advisors
Missouri
$765K +$125K +487 +18%
PAI
802
Pittenger & Anderson Inc
Nebraska
$760K +$135K +525 +20%
SWA
803
Stratos Wealth Advisors
Ohio
$759K -$30.3K -118 -4%
OAM
804
Optimal Asset Management
California
$758K +$1.03K +4 +0.1%
PIMG
805
Patriot Investment Management Group
Tennessee
$753K -$7.19K -28 -0.9%
SC
806
Scholtz & Company
Connecticut
$751K +$11K +43 +1%
SAM
807
Silvercrest Asset Management
New York
$750K -$133K -517 -14%
FFN
808
Focus Financial Network
Minnesota
$748K +$50.9K +198 +7%
TI
809
Truepoint Inc
Ohio
$744K +$796K +3,100 New
KA
810
Kozak & Associates
Colorado
$739K +$815K +3,171 New
DCM
811
Donaldson Capital Management
Indiana
$734K +$409K +1,594 +109%
XS
812
XR Securities
Illinois
$733K -$990K -3,855 -56%
PCM
813
Prelude Capital Management
New York
$732K -$1.82M -7,103 -70%
WWM
814
WJ Wealth Management
Arizona
$731K +$22.9K +89 +3%
CT
815
Chicago Trust
Illinois
$729K +$492K +1,915 +170%
VWA
816
V Wealth Advisors
Kansas
$728K +$62.7K +244 +9%
FBB
817
Fulton Breakefield Broenniman
Maryland
$725K -$40.1K -156 -5%
RM
818
Resource Management
Louisiana
$724K +$162K +632 +26%
HWM
819
Howard Wealth Management
Connecticut
$722K – – –
VHAM
820
Van Hulzen Asset Management
California
$721K – – –
SC
821
Sovarnum Capital
New York
$720K -$193K -750 -20%
MC
822
Matisse Capital
Oregon
$720K – – –
RC
823
RBF Capital
California
$720K – – –
TMC
824
Trellus Management Company
Florida
$720K +$771K +3,000 New
CAIMH
825
Central Asset Investments & Management Holdings
Hong Kong
$717K -$154K -600 -17%
31 32
33
34 35

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.