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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
FP
951
Financial Perspectives
Minnesota
$427K – – –
PGIM
952
Pacific Global Investment Management
California
$426K -$5.14K -20 -1%
LFG
953
Larson Financial Group
Missouri
$423K +$359K +1,398 +382%
CCG
954
Chatham Capital Group
Georgia
$420K – – –
HI
955
Hudock Inc
Pennsylvania
$419K -$10.3K -40 -2%
VWA
956
Visionary Wealth Advisors
Illinois
$418K +$45.5K +177 +11%
ZB
957
Zions Bancorporation
Utah
$416K +$53.4K +208 +14%
CIA
958
Capital Investment Advisors
Georgia
$415K +$102K +399 +30%
EWM
959
Elite Wealth Management
Washington
$414K +$3.34K +13 +0.8%
SF
960
Summit Financial
New Jersey
$414K +$443K +1,726 New
MWM
961
Mission Wealth Management
California
$413K +$173K +675 +64%
NCM
962
Novare Capital Management
North Carolina
$412K +$1.03K +4 +0.2%
ProShare Advisors
963
ProShare Advisors
Maryland
$409K -$269K -1,048 -38%
CCMG
964
Clark Capital Management Group
Pennsylvania
$407K – – –
ACM
965
Advisors Capital Management
New Jersey
$407K +$7.71K +30 +2%
CS
966
Comerica Securities
Michigan
$406K +$39.8K +155 +10%
CA
967
Claro Advisors
Massachusetts
$402K +$7.71K +30 +2%
SVWAG
968
Sound View Wealth Advisors Group
Georgia
$400K +$3.08K +12 +0.7%
GCP
969
GSA Capital Partners
United Kingdom
$400K +$198K +772 +86%
DAM
970
Draper Asset Management
New York
$399K +$45.2K +176 +12%
TWM
971
Tradition Wealth Management
Minnesota
$398K +$25.2K +98 +6%
AR
972
Advisory Research
Illinois
$398K +$47.5K +185 +13%
KF
973
Krilogy Financial
Missouri
$398K +$113K +439 +36%
ZIG
974
Zuckerman Investment Group
Illinois
$397K – – –
RFC
975
Regions Financial Corp
Alabama
$394K +$110K +428 +35%
37 38
39
40 41

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.