We are live on ! Find out more
XYZ

Block Inc

865 hedge funds and large institutions have $31.4B invested in Block Inc in 2020 Q2 according to their latest regulatory filings, with 208 funds opening new positions, 272 increasing their positions, 293 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 208 | Existing positions closed: 95

114% more capital invested

Capital invested by funds: $14.7B → $31.4B (+$16.7B)

38% more funds holding in top 10

Funds holding in top 10: 2940 (+11)

14% more funds holding

Funds holding: 756865 (+109)

3.39% more ownership

Funds ownership: 79.06%82.45% (+3.4%)

7% less repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 293

26% less call options, than puts

Call options by funds: $2.68B | Put options by funds: $3.61B

Holders
865
Holders Change
+109
Holders Change %
+14.42%
% of All Funds
17.74%
Holding in Top 10
40
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+37.93%
% of All Funds
0.82%
New
208
Increased
272
Reduced
293
Closed
95
Calls
$2.68B
Puts
$3.61B
Net Calls
-$936M
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
926
Highlander Capital Management
New Jersey
-$63K -1,200 Closed
LWM
927
Lenox Wealth Management
Ohio
-$54K -1,050 Closed
EWM
928
Endurance Wealth Management
Rhode Island
-$52K -1,000 Closed
ATFA
929
All Terrain Financial Advisors
Minnesota
-$51K -972 Closed
MWNA
930
Marshall Wace North America
New York
-$40K -759 Closed
GSWM
931
Golden State Wealth Management
California
-$32K -620 Closed
SAM
932
S.A. Mason
Michigan
-$31K -598 Closed
CT
933
Clearstead Trust
Maine
-$28K -540 Closed
GSC
934
G&S Capital
Colorado
-$26K -500 Closed
FGAM
935
Financial Gravity Asset Management
Texas
-$21 -400 Closed
SJIM
936
St. Johns Investment Management
Florida
-$17K -318 Closed
OCM
937
Ovata Capital Management
Hong Kong
-$16K -300 Closed
VNA
938
Valley National Advisers
Pennsylvania
-$16K -300 Closed
LIA
939
LS Investment Advisors
Michigan
-$12K -236 Closed
EWM
940
EPG Wealth Management
Georgia
-$11K -210 Closed
MOACM
941
Mutual of America Capital Management
New York
-$11K -210 Closed
LWA
942
Lenox Wealth Advisors
New York
-$11K -207 Closed
AIS
943
Accurate Investment Solutions
Pennsylvania
-$10K -200 Closed
FPB
944
First PREMIER Bank
South Dakota
-$10K -200 Closed
KFI
945
Key Financial Inc
Pennsylvania
-$11K -200 Closed
IRC
946
Investors Research Corp
Georgia
-$10K -191 Closed
CBT
947
Capital Bank & Trust
California
-$8K -155 Closed
MWM
948
MBE Wealth Management
Wisconsin
-$7K -151 Closed
BCM
949
Bourgeon Capital Management
Connecticut
-$5K -100 Closed
AA
950
Advisory Alpha
Michigan
-$5.63K -91 Closed

XYZ Hedge Fund Activity: Q2 2020 in Review

865 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q2 2020, worth a combined $31.4B — up 114% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 208 funds opened new XYZ positions and 95 closed out — a net gain of 113 holders — while 272 added to existing stakes and 293 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.53B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $351M sold.

  • 865 institutional investors held Block Inc (XYZ) as of Q2 2020, up from 756 in Q1 2020.
  • Funds reported $31.4B of Block Inc stock for Q2 2020, up 114% quarter-over-quarter.
  • 208 funds opened new Block Inc positions in Q2 2020 and 95 closed out, a net change of +113 holders.
  • The largest Block Inc buyer in Q2 2020 was Morgan Stanley, an estimated $1.53B added.
  • The largest Block Inc seller in Q2 2020 was Lone Pine Capital, an estimated $351M sold.

Based on aggregated 13F filings for Q2 2020.