We are live on ! Find out more
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
KCM
876
Karp Capital Management
California
$379K +$73.5K +377 +28%
FAM
877
Formidable Asset Management
Ohio
$378K -$14.6K -75 -4%
SIC
878
SFE Investment Counsel
California
$376K -$55.6K -285 -14%
GT
879
Greenleaf Trust
Michigan
$376K -$12.1K -62 -3%
FTDI
880
First Trust Direct Indexing
Massachusetts
$376K +$337K +1,726 New
First Manhattan
881
First Manhattan
New York
$375K -$14.6K -75 -4%
GJIC
882
Gamble Jones Investment Counsel
California
$375K +$8.39K +43 +3%
TCA
883
Transcend Capital Advisors
New Jersey
$374K +$66.3K +340 +25%
CPW
884
Catalyst Private Wealth
California
$372K – – –
GA
885
Greytown Advisors
Florida
$371K +$11.7K +60 +4%
CAM
886
Claret Asset Management
Quebec, Canada
$370K +$3.12K +16 +0.9%
SIC
887
Samalin Investment Counsel
New York
$366K -$6.05K -31 -2%
CCMG
888
Clark Capital Management Group
Pennsylvania
$363K +$3.32K +17 +1%
CFA
889
Carroll Financial Associates
North Carolina
$362K -$111K -570 -25%
OWA
890
Octavia Wealth Advisors
Ohio
$362K +$325K +1,664 New
BFEC
891
Benjamin F. Edwards & Company
Missouri
$360K -$167K -854 -34%
AHC
892
Adell Harriman & Carpenter
Texas
$359K +$322K +1,650 New
GC
893
Gruss & Co
Florida
$359K +$322K +1,650 New
TFS
894
Thoroughbred Financial Services
Tennessee
$357K -$17K -87 -5%
BZWA
895
Blue Zone Wealth Advisors
California
$356K – – –
HSA
896
HBK Sorce Advisory
Pennsylvania
$356K +$8K +41 +3%
ZB
897
Zions Bancorporation
Utah
$356K +$186K +955 +140%
SAM
898
Simplify Asset Management
Nevada
$356K +$319K +1,636 New
CCM
899
Chickasaw Capital Management
Tennessee
$355K – – –
DI
900
DAGCO Inc
Ohio
$354K – – –
34 35
36
37 38

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.