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XYZ

Block Inc
XYZ

1,241 hedge funds and large institutions have $64.7B invested in Block Inc in 2020 Q4 according to their latest regulatory filings, with 328 funds opening new positions, 475 increasing their positions, 330 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

362% more first-time investments, than exits

New positions opened: 328 | Existing positions closed: 71

44% more repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 330

37% more funds holding in top 10

Funds holding in top 10: 57 → 78 (+21)

36% more capital invested

Capital invested by funds: $47.7B → $64.7B (+$17B)

25% more funds holding

Funds holding: 996 → 1,241 (+245)

2.1% less ownership

Funds ownership: 79.02% → 76.92% (-2.1%)

35% less call options, than puts

Call options by funds: $6.23B | Put options by funds: $9.56B

Holders
1,241
Holders Change
+245
Holders Change %
+24.6%
% of All Funds
21.96%
Holding in Top 10
78
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+36.84%
% of All Funds
1.38%
New
328
Increased
475
Reduced
330
Closed
71
Calls
$6.23B
Puts
$9.56B
Net Calls
-$3.33B
Net Calls Change
-$1.64B

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$1.67B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$698M
3
BlackRock
BlackRock
New York
+$414M
4
AIM
ARK Investment Management
Florida
+$244M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$224M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.34B
2
Fidelity International
Fidelity International
Bermuda
-$569M
3
Capital World Investors
Capital World Investors
California
-$458M
4
HCM
HMI Capital Management
California
-$250M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$248M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
851
Paradigm Financial Advisors
Missouri
$424K -$47.2K -242 -11%
QSS
852
Quantitative Systematic Strategies
Florida
$422K -$797K -4,085 -68%
AIM
853
Acropolis Investment Management
Missouri
$415K – – –
PWLP
854
Prio Wealth Limited Partnership
Massachusetts
$415K +$30.2K +155 +9%
MFA
855
Mayflower Financial Advisors
Massachusetts
$414K +$371K +1,901 New
DWM
856
Doyle Wealth Management
Florida
$411K +$369K +1,890 New
WIA
857
Wealthstreet Investment Advisors
Texas
$408K -$14.6K -75 -4%
TW
858
TrinityPoint Wealth
Connecticut
$406K -$5.66K -29 -1%
SAS
859
Stelac Advisory Services
New York
$406K +$364K +1,864 New
CIP
860
Convergence Investment Partners
Florida
$403K +$361K +1,850 New
CGL
861
Clarius Group LLC
Washington
$400K +$358K +1,836 New
TIS
862
Tortoise Index Solutions
Kansas
$398K -$77.4K -397 -18%
SC
863
Scholtz & Company
Connecticut
$398K +$357K +1,830 New
XS
864
XR Securities
Illinois
$398K +$357K +1,830 New
SSWM
865
Sheets Smith Wealth Management
North Carolina
$397K +$2.34K +12 +0.7%
BFS
866
Bard Financial Services
Connecticut
$397K +$356K +1,825 New
GLAM
867
Gardner Lewis Asset Management
Pennsylvania
$393K – – –
PGIM
868
Pacific Global Investment Management
California
$393K +$6.44K +33 +2%
QCIG
869
Quad-Cities Investment Group
Iowa
$392K +$39K +200 +13%
BS
870
Boenning & Scattergood
Pennsylvania
$389K +$10.1K +52 +3%
VI
871
Versor Investments
New York
$389K +$349K +1,788 New
SA
872
Sicart Associates
New York
$383K – – –
SHGA
873
Sand Hill Global Advisors
California
$382K – – –
FP
874
Financial Perspectives
Minnesota
$381K – – –
PFA
875
Professional Financial Advisors
Nebraska
$379K +$13.8K +71 +4%
33 34
35
36 37

XYZ Hedge Fund Activity: Q4 2020 in Review

1,241 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q4 2020, worth a combined $64.7B — up 36% from $47.7B a quarter earlier.

Buyers outnumbered sellers: 328 funds opened new XYZ positions and 71 closed out — a net gain of 257 holders — while 475 added to existing stakes and 330 trimmed.

The largest buyer was Jennison Associates, adding an estimated $1.67B. The largest seller was Morgan Stanley, cutting an estimated $1.34B.

  • 1,241 institutional investors held Block Inc (XYZ) as of Q4 2020, up from 996 in Q3 2020.
  • Funds reported $64.7B of Block Inc stock for Q4 2020, up 36% quarter-over-quarter.
  • 328 funds opened new Block Inc positions in Q4 2020 and 71 closed out, a net change of +257 holders.
  • The largest Block Inc buyer in Q4 2020 was Jennison Associates, an estimated $1.67B added.
  • The largest Block Inc seller in Q4 2020 was Morgan Stanley, an estimated $1.34B sold.

Based on aggregated 13F filings for Q4 2020.