We are live on ! Find out more
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
HCM
851
Hollencrest Capital Management
California
$595K +$4.87K +21 +0.9%
ACS
852
Archford Capital Strategies
Illinois
$590K +$40.8K +176 +8%
MFS
853
Mirabella Financial Services
United Kingdom
$589K +$560K +2,414 New
RA
854
RFG Advisory
Alabama
$588K +$57.8K +249 +12%
WWM
855
Wolff Wiese Magana
California
$587K +$550K +2,371 +6,774%
LWM
856
Laidlaw Wealth Management
New York
$587K +$559K +2,408 New
TCM
857
Traynor Capital Management
Pennsylvania
$586K -$95.1K -410 -14%
BFS
858
Bard Financial Services
Connecticut
$586K +$135K +580 +32%
EP
859
EPIQ Partners
Minnesota
$585K – – –
RM
860
Resource Management
Louisiana
$581K -$157K -678 -22%
DAM
861
Derbend Asset Management
Georgia
$579K +$551K +2,374 New
GRP
862
Global Retirement Partners
California
$570K +$29.9K +129 +6%
CFS
863
CRA Financial Services
New Jersey
$567K +$11.6K +50 +2%
TFS
864
TrustCore Financial Services
Tennessee
$566K -$122K -525 -18%
VVP
865
Venture Visionary Partners
Ohio
$565K -$49.2K -212 -8%
AHC
866
Adell Harriman & Carpenter
Texas
$556K +$28.1K +121 +6%
AWM
867
Accel Wealth Management
Iowa
$555K -$1.39K -6 -0.3%
MCP
868
Mirador Capital Partners
California
$554K +$10.4K +45 +2%
OWA
869
Octavia Wealth Advisors
Ohio
$551K +$203K +874 +63%
DWM
870
Dorchester Wealth Management
Quebec, Canada
$549K -$6.96K -30 -1%
OA
871
Oxbow Advisors
Texas
$549K – – –
CWG
872
Cornerstone Wealth Group
North Carolina
$546K +$542K +2,335 New
HHAM
873
HITE Hedge Asset Management
Massachusetts
$543K – – –
FWM
874
Focused Wealth Management
New York
$539K +$2.78K +12 +0.5%
TFS
875
Thoroughbred Financial Services
Tennessee
$534K +$84.2K +363 +20%
33 34
35
36 37

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.