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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
LBD
976
Landsberg Bennett & Dubbaneh
Florida
$392K +$36.7K +143 +10%
RWA
977
Ropes Wealth Advisors
Massachusetts
$392K +$136K +530 +48%
JIC
978
Joel Isaacson & Co
New York
$390K +$2.57K +10 +0.6%
EWA
979
Encompass Wealth Advisors
Oregon
$388K +$10.3K +40 +3%
SIC
980
SFE Investment Counsel
California
$387K +$12.8K +50 +3%
LI
981
LVZ Inc
Michigan
$386K – – –
PNAA
982
Pictet North America Advisors
Switzerland
$386K – – –
EWA
983
EP Wealth Advisors
California
$383K +$13.6K +53 +3%
CG
984
Colony Group
Massachusetts
$383K +$103K +400 +33%
WB
985
WesBanco Bank
West Virginia
$383K +$184K +715 +81%
SFG
986
Sovereign Financial Group
Connecticut
$380K +$407K +1,586 New
BMC
987
Beaton Management Company
Massachusetts
$378K +$6.42K +25 +2%
CPC
988
Cookson Peirce & Co
Pennsylvania
$377K -$103K -400 -20%
HCMG
989
Howard Capital Management Group
California
$374K +$14.9K +58 +4%
FHC
990
First Heartland Consultants
Missouri
$371K -$63.2K -246 -14%
MWA
991
Moser Wealth Advisors
Washington
$371K +$307K +1,196 +341%
ARG
992
Advisory Resource Group
Oklahoma
$370K +$4.88K +19 +1%
QCG
993
Quadrant Capital Group
Ohio
$370K +$42.4K +165 +12%
IA
994
IFG Advisory
Georgia
$370K +$75.3K +293 +23%
SLWA
995
San Luis Wealth Advisors
California
$362K +$387K +1,508 New
CAN
996
Claraphi Advisory Network
United States
$360K -$407K -1,585 -51%
FSC
997
Full Sail Capital
Oklahoma
$360K – – –
MMPW
998
Mitchell McLeod Pugh & Williams
Alabama
$360K – – –
WFI
999
West Family Investments
California
$360K +$13.6K +53 +4%
EWG
1000
Executive Wealth Group
Washington
$360K – – –
38 39
40
41 42

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.