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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
Kayne Anderson Rudnick Investment Management
126
Kayne Anderson Rudnick Investment Management
California
$23.5M +$5.61M +73,267 +49%
WBC
127
Westpac Banking Corp
Australia
$23.1M +$6.95M +90,836 +70%
SOMRS
128
State of Michigan Retirement System
Michigan
$23.1M +$16.8M +220,000 New
RHBC
129
R.H. Bluestein & Co
Michigan
$23M +$16M +208,666 +1,929%
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$23M -$6.41M -83,705 -28%
Two Sigma Advisers
131
Two Sigma Advisers
New York
$22.2M +$15.3M +199,900 +1,666%
Osaic Holdings
132
Osaic Holdings
Arizona
$22.2M -$12.2M -159,255 -43%
RJFSA
133
Raymond James Financial Services Advisors
Florida
$22.1M -$1.79M -23,401 -10%
State of Wisconsin Investment Board
134
State of Wisconsin Investment Board
Wisconsin
$21.4M +$344K +4,491 +2%
Ohio Public Employees Retirement System (OPERS)
135
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.6M +$4.29M +56,023 +40%
WorldQuant Millennium Advisors
136
WorldQuant Millennium Advisors
New York
$19.9M -$11.2M -146,681 -44%
OCM
137
Ogborne Capital Management
California
$19.4M +$14.2M +185,000 New
CCI
138
Columbus Circle Investors
$19.1M -$1.42M -18,596 -9%
PHS
139
PFM Health Sciences
California
$19M +$13.9M +181,509 New
BIA
140
Biondo Investment Advisors
Pennsylvania
$18.6M -$51.8K -676 -0.4%
Qube Research & Technologies (QRT)
141
Qube Research & Technologies (QRT)
United Kingdom
$17.5M +$12.8M +166,593 New
TC
142
Tairen Capital
Hong Kong
$17.4M +$12.7M +165,830 New
Cambridge Investment Research Advisors
143
Cambridge Investment Research Advisors
Iowa
$17.3M -$143K -1,862 -1%
Mawer Investment Management
144
Mawer Investment Management
Alberta, Canada
$17M +$12.4M +161,821 New
PAMU
145
Pictet Asset Management (UK)
United Kingdom
$16.7M +$2.06M +26,963 +20%
IG
146
Ithaka Group
Virginia
$16.4M -$81.7K -1,067 -0.7%
Nomura Holdings
147
Nomura Holdings
Japan
$16.3M -$15.3M -199,947 -56%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$16M -$1.73M -22,592 -15%
Treasurer of the State of North Carolina
149
Treasurer of the State of North Carolina
North Carolina
$15.8M +$682K +8,910 +6%
Federated Hermes
150
Federated Hermes
Pennsylvania
$15.7M +$11.4M +149,444 New

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.