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XYZ

Block Inc

996 hedge funds and large institutions have $47.7B invested in Block Inc in 2020 Q3 according to their latest regulatory filings, with 210 funds opening new positions, 327 increasing their positions, 352 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 74

52% more capital invested

Capital invested by funds: $31.4B → $47.7B (+$16.3B)

43% more funds holding in top 10

Funds holding in top 10: 4057 (+17)

15% more funds holding

Funds holding: 865996 (+131)

7% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 352

3.43% less ownership

Funds ownership: 82.45%79.02% (-3.4%)

28% less call options, than puts

Call options by funds: $4.4B | Put options by funds: $6.09B

Holders
996
Holders Change
+131
Holders Change %
+15.14%
% of All Funds
20.1%
Holding in Top 10
57
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+42.5%
% of All Funds
1.15%
New
210
Increased
327
Reduced
352
Closed
74
Calls
$4.4B
Puts
$6.09B
Net Calls
-$1.69B
Net Calls Change
-$750M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.71B -$13.3M -94,407 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.77B -$636M -4,502,443 -16%
BlackRock
3
BlackRock
New York
$3.06B +$50.6M +358,237 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.9B -$84.6M -599,269 -5%
Sands Capital Management
5
Sands Capital Management
Virginia
$1.43B +$291M +2,057,920 +31%
Capital World Investors
6
Capital World Investors
California
$1.27B -$278M -1,967,962 -20%
State Street
7
State Street
Massachusetts
$1.22B +$18.5M +131,313 +2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$1.15B -$525M -3,719,943 -34%
Sumitomo Mitsui Trust Group
9
Sumitomo Mitsui Trust Group
Japan
$994M -$167M -1,181,146 -16%
AIM
10
ARK Investment Management
Florida
$948M -$29.1M -205,854 -3%
BCM
11
Bares Capital Management
Texas
$925M -$78.2M -554,152 -9%
Coatue Management
12
Coatue Management
New York
$895M +$167M +1,181,164 +27%
Goldman Sachs
13
Goldman Sachs
New York
$881M -$174M -1,235,211 -19%
LPC
14
Lone Pine Capital
Connecticut
$873M +$758M +5,368,133 New
NAMA
15
Nikko Asset Management Americas
New York
$766M -$171M -1,213,992 -21%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$734M +$18.5M +130,892 +3%
Allianz Asset Management
17
Allianz Asset Management
Germany
$731M +$243M +1,722,939 +62%
JP Morgan Chase
18
JP Morgan Chase
New York
$727M +$162M +1,148,497 +35%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$718M +$194M +1,371,174 +45%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$589M -$29.9M -211,532 -6%
Norges Bank
21
Norges Bank
Norway
$578M -$45.7M -323,908 -8%
American Century Companies
22
American Century Companies
Missouri
$535M -$138M -975,328 -23%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$500M +$7.42M +52,550 +2%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$500M +$105M +742,785 +32%
Fidelity International
25
Fidelity International
Bermuda
$490M +$184M +1,299,687 +76%

XYZ Hedge Fund Activity: Q3 2020 in Review

996 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q3 2020, worth a combined $47.7B — up 52% from $31.4B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new XYZ positions and 74 closed out — a net gain of 136 holders — while 327 added to existing stakes and 352 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $758M. The largest seller was Vanguard Group, cutting an estimated $636M.

  • 996 institutional investors held Block Inc (XYZ) as of Q3 2020, up from 865 in Q2 2020.
  • Funds reported $47.7B of Block Inc stock for Q3 2020, up 52% quarter-over-quarter.
  • 210 funds opened new Block Inc positions in Q3 2020 and 74 closed out, a net change of +136 holders.
  • The largest Block Inc buyer in Q3 2020 was Lone Pine Capital, an estimated $758M added.
  • The largest Block Inc seller in Q3 2020 was Vanguard Group, an estimated $636M sold.

Based on aggregated 13F filings for Q3 2020.