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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
HAM
101
Hyperion Asset Management
Australia
$34.4M +$25.1M +327,803 New
LPL Financial
102
LPL Financial
California
$32.4M +$2.33M +30,435 +11%
GCM
103
Glynn Capital Management
California
$31.7M +$1.64M +21,436 +8%
MSV
104
MN Services Vermogensbeheer
Netherlands
$31.7M +$23.1M +302,300 New
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$30.8M -$144M -1,880,022 -87%
TG
106
TCW Group
California
$30.1M -$187K -2,444 -0.8%
Mitsubishi UFJ Trust & Banking
107
Mitsubishi UFJ Trust & Banking
Japan
$30.1M +$527K +6,878 +2%
Walleye Trading
108
Walleye Trading
New York
$30M -$40.1M -523,486 -65%
Dimensional Fund Advisors
109
Dimensional Fund Advisors
Texas
$29.9M +$1.63M +21,309 +8%
William Blair & Company
110
William Blair & Company
Illinois
$29.7M +$2.66M +34,713 +14%
Asset Management One
111
Asset Management One
Japan
$29.5M -$4.39M -57,277 -17%
EVM
112
Eaton Vance Management
Massachusetts
$28.5M +$1.24M +16,193 +6%
PPA
113
Parametric Portfolio Associates
Washington
$28.1M -$2.66M -34,810 -12%
KBC Group
114
KBC Group
Belgium
$27.8M +$17.4M +226,629 +592%
AAMU
115
Amundi Asset Management US
Massachusetts
$27.8M +$3.97M +51,824 +24%
APC
116
Alta Park Capital
California
$27.2M +$19.9M +259,414 New
US Bancorp
117
US Bancorp
Minnesota
$26.5M -$3.44M -44,997 -15%
Neuberger Berman Group
118
Neuberger Berman Group
New York
$26.2M -$62.2K -812 -0.3%
RPI
119
Railway Pension Investments
United Kingdom
$26.1M +$2.95M +38,582 +18%
Commonwealth Equity Services
120
Commonwealth Equity Services
Massachusetts
$26M -$1.55M -20,272 -8%
Canada Life
121
Canada Life
Manitoba, Canada
$25.6M +$2.18M +28,447 +13%
APG Asset Management
122
APG Asset Management
Netherlands
$25.5M -$2.99M -39,040 -12%
State of New Jersey Common Pension Fund D
123
State of New Jersey Common Pension Fund D
New Jersey
$25.4M -$360K -4,705 -2%
BCH
124
Berkshire Capital Holdings
California
$24.7M +$18M +235,520 +2,355,200%
Korea Investment Corp
125
Korea Investment Corp
South Korea
$23.5M -$4M -52,300 -19%

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.