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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
EP
826
Eudaimonia Partners
Tennessee
$716K +$81.4K +317 +12%
CWA
827
Capital Wealth Alliance
Arizona
$714K -$7.19K -28 -1%
HMS
828
Hanseatic Management Services
New Mexico
$708K +$53.7K +209 +8%
HFM
829
Harvest Fund Management
China
$707K -$87.3K -340 -10%
MCM
830
MAI Capital Management
Ohio
$707K +$77.3K +301 +11%
TA
831
Tiedemann Advisors
New York
$705K -$640K -2,492 -46%
FAM
832
Fulcrum Asset Management
United Kingdom
$703K – – –
CI
833
Cigna Investments
Connecticut
$699K -$9.25K -36 -1%
FCA
834
FinTrust Capital Advisors
South Carolina
$699K +$672K +2,616 +884%
CAMG
835
CWA Asset Management Group
Florida
$698K +$86.3K +336 +13%
SSWM
836
Sheets Smith Wealth Management
North Carolina
$697K – – –
VFA
837
Valeo Financial Advisors
Indiana
$681K +$33.4K +130 +5%
GCC
838
Guardian Capital (Canada)
Ontario, Canada
$676K +$724K +2,818 New
CB
839
CNB Bank
Pennsylvania
$674K +$215K +837 +42%
ADL
840
Asset Dedication LLC
California
$669K +$55.5K +216 +8%
NFG
841
Nations Financial Group
Iowa
$668K +$190K +740 +36%
FANJ
842
Financial Architects (New Jersey)
New Jersey
$657K – – –
TC
843
Telemus Capital
Michigan
$654K +$282K +1,098 +67%
PA
844
Profund Advisors
Maryland
$650K +$14.1K +55 +2%
CPW
845
Catalyst Private Wealth
California
$649K +$3.34K +13 +0.5%
ECG
846
EPIQ Capital Group
California
$648K +$694K +2,701 New
WAS
847
WESPAC Advisors SoCal
California
$646K +$20.5K +80 +3%
IR
848
Invictus RG
Bermuda
$644K +$690K +2,685 New
CGH
849
Crossmark Global Holdings
Texas
$639K -$12.8K -50 -2%
MHR
850
Matthew Hamilton Rosenberg
$638K -$8.22K -32 -1%
32 33
34
35 36

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.