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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
Morgan Stanley
1
Morgan Stanley
New York
$3.69B +$1.53B +19,954,087 +131%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.9B -$18.8M -245,129 -0.9%
BlackRock
3
BlackRock
New York
$1.94B -$101M -1,312,989 -7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.29B +$106M +1,383,115 +13%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.13B +$41.7M +545,180 +5%
Capital World Investors
6
Capital World Investors
California
$1.03B -$174M -2,276,330 -19%
State Street
7
State Street
Massachusetts
$775M +$15.5M +202,363 +3%
Sumitomo Mitsui Trust Group
8
Sumitomo Mitsui Trust Group
Japan
$766M -$99.1M -1,295,050 -15%
Sands Capital Management
9
Sands Capital Management
Virginia
$706M +$79M +1,031,421 +18%
Goldman Sachs
10
Goldman Sachs
New York
$698M +$65.4M +854,187 +15%
BCM
11
Bares Capital Management
Texas
$655M -$77.5M -1,012,667 -14%
AIM
12
ARK Investment Management
Florida
$633M +$96.2M +1,256,887 +26%
NAMA
13
Nikko Asset Management Americas
New York
$621M -$102M -1,337,158 -19%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$460M -$42.7M -557,873 -11%
Ameriprise
15
Ameriprise
Minnesota
$459M +$99.5M +1,300,031 +42%
Coatue Management
16
Coatue Management
New York
$454M +$78.3M +1,022,563 +31%
American Century Companies
17
American Century Companies
Missouri
$448M -$12.2M -159,891 -4%
Bank of America
18
Bank of America
North Carolina
$425M +$79.7M +1,040,837 +35%
Norges Bank
19
Norges Bank
Norway
$407M -$45.5M -593,990 -13%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$403M -$22.3M -290,681 -7%
WRCM
21
Whale Rock Capital Management
Massachusetts
$362M +$264M +3,453,772 New
JP Morgan Chase
22
JP Morgan Chase
New York
$343M +$13.8M +180,806 +6%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$320M +$190M +2,485,162 +444%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$317M -$47.5M -621,079 -17%
Allianz Asset Management
25
Allianz Asset Management
Germany
$291M +$47.1M +615,152 +28%

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.