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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
BFS
876
Bard Financial Services
Connecticut
$565K -$12.8K -50 -2%
RA
877
RFG Advisory
Alabama
$562K -$17.7K -69 -3%
VVP
878
Venture Visionary Partners
Ohio
$555K – – –
AG
879
AIA Group
Hong Kong
$555K +$156K +607 +36%
PHS
880
Pekin Hardy Strauss
Illinois
$552K +$77.1K +300 +15%
SIGI
881
Susquehanna International Group (Ireland)
Ireland
$550K +$589K +2,293 New
GRP
882
Global Retirement Partners
California
$549K -$11.6K -45 -2%
DWM
883
Doyle Wealth Management
Florida
$549K +$51.4K +200 +10%
ET
884
Equitable Trust
Tennessee
$547K -$42.4K -165 -7%
NL
885
NKCFO LLC
Illinois
$547K +$244K +950 +71%
MCP
886
Mirador Capital Partners
California
$542K -$3.34K -13 -0.6%
DWM
887
Dakota Wealth Management
Florida
$542K +$580K +2,258 New
FVWA
888
Foster Victor Wealth Advisors
South Carolina
$541K -$308K -1,200 -35%
OA
889
Oxbow Advisors
Texas
$540K – – –
AWM
890
Accel Wealth Management
Iowa
$537K -$8.99K -35 -2%
MCM
891
McRae Capital Management
New Jersey
$536K +$574K +2,235 New
FCBT
892
First Citizens Bank & Trust
North Carolina
$535K +$573K +2,232 New
HHAM
893
HITE Hedge Asset Management
Massachusetts
$534K – – –
CWS
894
Cypress Wealth Services
California
$533K -$297K -1,158 -34%
MFA
895
Mayflower Financial Advisors
Massachusetts
$532K +$7.19K +28 +1%
APP
896
Avantax Planning Partners
Iowa
$528K +$566K +2,203 New
SC
897
Solstein Capital
California
$526K +$384K +1,494 +213%
TPWA
898
TRUE Private Wealth Advisors
Oregon
$523K +$89.4K +348 +19%
AW
899
ACG Wealth
Georgia
$520K +$42.9K +167 +8%
OGC
900
Oak Grove Capital
New Hampshire
$518K – – –
34 35
36
37 38

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.