Block Inc
867 hedge funds and large institutions have $31.4B invested in Block Inc in 2020 Q2 according to their latest regulatory filings, with 209 funds opening new positions, 273 increasing their positions, 293 reducing their positions, and 94 closing their positions.
122% more first-time investments, than exits
New positions opened: 209 | Existing positions closed: 94
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: 29 → 40 (+11)
15% more funds holding
Funds holding: 756 → 867 (+111)
3.39% more ownership
Funds ownership: 79.03% → 82.41% (+3.4%)
7% less repeat investments, than reductions
Existing positions increased: 273 | Existing positions reduced: 293
26% less call options, than puts
Call options by funds: $2.68B | Put options by funds: $3.62B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.53B |
| 2 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$264M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$190M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$106M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$99.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$351M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$174M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$144M |
| 4 |
NAMA
Nikko Asset Management Americas
New York
|
-$102M |
| 5 |
BlackRock
New York
|
-$101M |
XYZ Hedge Fund Activity: Q2 2020 in Review
867 of the 4,888 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: 209 funds opened new XYZ positions and 94 closed out — a net gain of 115 holders — while 273 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.
- 867 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.
- 209 funds opened new Block Inc positions in Q2 2020 and 94 closed out, a net change of +115 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.