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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
CGH
826
Crossmark Global Holdings
Texas
$662K -$76.5K -330 -11%
VFA
827
Valeo Financial Advisors
Indiana
$661K +$98.8K +426 +19%
MGIA
828
Moneta Group Investment Advisors
Missouri
$659K +$7.89K +34 +1%
MHR
829
Matthew Hamilton Rosenberg
$657K – – –
CPW
830
Catalyst Private Wealth
California
$657K +$166K +717 +36%
FIA
831
Foundations Investment Advisors
Arizona
$656K +$629K +2,713 New
HCM
832
Howland Capital Management
Massachusetts
$653K +$622K +2,680 New
EP
833
Eudaimonia Partners
Tennessee
$651K +$101K +435 +19%
SAS
834
Stelac Advisory Services
New York
$650K -$20.9K -90 -3%
CPA
835
Clear Perspective Advisors
Illinois
$648K -$67.3K -290 -10%
PA
836
Profund Advisors
Maryland
$648K +$9.74K +42 +2%
WAS
837
WESPAC Advisors SoCal
California
$648K +$21.3K +92 +4%
PAI
838
Pittenger & Anderson Inc
Nebraska
$645K -$58K -250 -9%
MCM
839
MAI Capital Management
Ohio
$645K +$14.1K +61 +2%
ADL
840
Asset Dedication LLC
California
$628K +$561K +2,420 +1,513%
TCM
841
Triumph Capital Management
Colorado
$626K +$607K +2,619 New
CAMG
842
CWA Asset Management Group
Florida
$622K -$22.7K -98 -4%
AL
843
Arnhold LLC
New York
$621K – – –
BJL
844
Brighton Jones LLC
Washington
$620K +$7.42K +32 +1%
CCA
845
Checchi Capital Advisers
California
$615K -$24.4K -105 -4%
SHGA
846
Sand Hill Global Advisors
California
$612K +$175K +756 +43%
PA
847
Procyon Advisors
Connecticut
$605K -$38K -164 -6%
FRM
848
Fox Run Management
Connecticut
$605K +$575K +2,481 New
HCM
849
Hodges Capital Management
Texas
$597K – – –
ET
850
Equitable Trust
Tennessee
$596K +$53.6K +231 +10%
32 33
34
35 36

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.