We are live on ! Find out more
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
AL
851
Arnhold LLC
New York
$636K +$27K +105 +4%
BG
852
Benedetti & Gucer
Georgia
$634K +$172K +670 +34%
PGH
853
Partners Group Holding
Switzerland
$631K +$676K +2,633 New
DAM
854
Derbend Asset Management
Georgia
$629K +$64.2K +250 +11%
IC
855
Intersect Capital
California
$620K -$42.9K -167 -6%
CPA
856
Clear Perspective Advisors
Illinois
$619K -$19K -74 -3%
BCM
857
Bayesian Capital Management
New York
$619K +$663K +2,581 New
PA
858
Procyon Advisors
Connecticut
$616K +$23.1K +90 +4%
TCM
859
Traynor Capital Management
Pennsylvania
$613K +$32.1K +125 +5%
Koshinski Asset Management
860
Koshinski Asset Management
Illinois
$611K +$217K +846 +50%
CHC
861
City Holding Co
West Virginia
$609K +$647K +2,520 +12,600%
EP
862
EPIQ Partners
Minnesota
$600K +$25.7K +100 +4%
OWA
863
Octavia Wealth Advisors
Ohio
$595K +$57.8K +225 +10%
ACS
864
Archford Capital Strategies
Illinois
$594K +$14.4K +56 +2%
WWM
865
Wolff Wiese Magana
California
$591K +$14.6K +57 +2%
HCM
866
Howland Capital Management
Massachusetts
$590K -$56.5K -220 -8%
NRS
867
Neville Rodie & Shaw
New York
$590K +$632K +2,460 New
TIS
868
Tortoise Index Solutions
Kansas
$585K -$122K -474 -16%
CWG
869
Cornerstone Wealth Group
North Carolina
$583K +$24.7K +96 +4%
KPW
870
Kore Private Wealth
New York
$580K +$102K +396 +20%
QI
871
Qtron Investments
Massachusetts
$579K -$120K -469 -16%
CHJWM
872
Carlton Hofferkamp & Jenks Wealth Management
Texas
$579K +$195K +759 +45%
SHGA
873
Sand Hill Global Advisors
California
$574K -$30.3K -118 -5%
CFS
874
CRA Financial Services
New Jersey
$572K +$15.4K +60 +3%
TFS
875
TrustCore Financial Services
Tennessee
$569K +$12.8K +50 +2%
33 34
35
36 37

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.