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Block Inc

1,377 hedge funds and large institutions have $74.6B invested in Block Inc in 2021 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 613 increasing their positions, 411 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 411

43% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 97

3.11% more ownership

Funds ownership: 75.2%78.31% (+3.1%)

2% more funds holding

Funds holding: 1,3491,377 (+28)

4% more capital invested

Capital invested by funds: $71.8B → $74.6B (+$2.83B)

0% more funds holding in top 10

Funds holding in top 10: 7777 (0)

39% less call options, than puts

Call options by funds: $6.65B | Put options by funds: $10.8B

Holders
1,377
Holders Change
+28
Holders Change %
+2.08%
% of All Funds
24.11%
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.35%
New
139
Increased
613
Reduced
411
Closed
97
Calls
$6.65B
Puts
$10.8B
Net Calls
-$4.18B
Net Calls Change
-$361M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.47B -$500M -1,945,189 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.98B +$49.1M +191,133 +0.8%
BlackRock
3
BlackRock
New York
$4.81B -$152M -592,258 -3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$3.28B +$2.39B +9,285,329 +212%
Jennison Associates
5
Jennison Associates
New York
$3.26B +$749M +2,914,690 +27%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$3.15B +$588M +2,290,976 +21%
Sands Capital Management
7
Sands Capital Management
Virginia
$2.54B +$850M +3,307,189 +45%
State Street
8
State Street
Massachusetts
$2B +$4.98M +19,391 +0.2%
Goldman Sachs
9
Goldman Sachs
New York
$1.68B +$638M +2,483,333 +55%
AIM
10
ARK Investment Management
Florida
$1.47B -$493M -1,918,868 -24%
Sumitomo Mitsui Trust Group
11
Sumitomo Mitsui Trust Group
Japan
$1.44B -$189M -735,011 -11%
LPC
12
Lone Pine Capital
Connecticut
$1.29B -$85.9M -334,407 -6%
NAMA
13
Nikko Asset Management Americas
New York
$1.19B -$149M -579,986 -11%
Capital World Investors
14
Capital World Investors
California
$1.14B -$9.64M -37,538 -0.8%
BCM
15
Bares Capital Management
Texas
$1.05B -$110M -426,418 -9%
JP Morgan Chase
16
JP Morgan Chase
New York
$1B +$126M +488,673 +13%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$934M -$10.9M -42,264 -1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$888M -$24.1M -93,949 -2%
Allianz Asset Management
19
Allianz Asset Management
Germany
$806M -$275M -1,070,052 -24%
SVCF
20
Silicon Valley Community Foundation
California
$751M
Coatue Management
21
Coatue Management
New York
$749M -$369M -1,434,907 -31%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$745M -$23.3M -90,675 -3%
N
23
Nuveen
North Carolina
$656M +$249M +968,674 +55%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$643M -$211M -821,265 -23%
Northern Trust
25
Northern Trust
Illinois
$634M +$40.8M +158,847 +6%