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XYZ

Block Inc

1,364 hedge funds and large institutions have $51.5B invested in Block Inc in 2021 Q4 according to their latest regulatory filings, with 256 funds opening new positions, 515 increasing their positions, 458 reducing their positions, and 243 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 515 | Existing positions reduced: 458

1.54% more ownership

Funds ownership: 78.31%79.85% (+1.5%)

5% more first-time investments, than exits

New positions opened: 256 | Existing positions closed: 243

1% less funds holding

Funds holding: 1,3771,364 (-13)

31% less capital invested

Capital invested by funds: $74.6B → $51.5B (-$23.1B)

40% less funds holding in top 10

Funds holding in top 10: 7746 (-31)

45% less call options, than puts

Call options by funds: $4.9B | Put options by funds: $8.87B

Holders
1,364
Holders Change
-13
Holders Change %
-0.94%
% of All Funds
20.99%
Holding in Top 10
46
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-40.26%
% of All Funds
0.71%
New
256
Increased
515
Reduced
458
Closed
243
Calls
$4.9B
Puts
$8.87B
Net Calls
-$3.97B
Net Calls Change
+$219M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.3B -$68.8M -317,286 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.07B +$51.4M +237,255 +1%
BlackRock
3
BlackRock
New York
$3.1B -$193M -891,138 -4%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$2.11B -$127M -584,274 -4%
Sands Capital Management
5
Sands Capital Management
Virginia
$1.82B +$148M +685,185 +6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.77B -$479M -2,209,036 -17%
Jennison Associates
7
Jennison Associates
New York
$1.72B -$644M -2,972,044 -22%
Goldman Sachs
8
Goldman Sachs
New York
$1.63B +$672M +3,099,154 +44%
State Street
9
State Street
Massachusetts
$1.36B +$13.5M +62,443 +0.7%
Sumitomo Mitsui Trust Group
10
Sumitomo Mitsui Trust Group
Japan
$1.02B +$63.9M +295,091 +5%
AIM
11
ARK Investment Management
Florida
$998M +$12.3M +56,878 +0.9%
Capital Research Global Investors
12
Capital Research Global Investors
California
$897M +$795M +3,666,615 +195%
NAMA
13
Nikko Asset Management Americas
New York
$868M +$89.7M +414,057 +8%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$784M +$780M +3,599,527 +316%
Capital World Investors
15
Capital World Investors
California
$773M +$9.04M +41,728 +0.9%
BCM
16
Bares Capital Management
Texas
$705M -$4.2M -19,381 -0.4%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$663M +$309M +1,427,011 +53%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$609M +$14.5M +66,726 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$599M +$131M +604,377 +19%
JP Morgan Chase
20
JP Morgan Chase
New York
$561M -$154M -710,212 -17%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$561M -$91.3M -421,111 -11%
Fisher Asset Management
22
Fisher Asset Management
Washington
$548M +$406M +1,875,511 +124%
N
23
Nuveen
North Carolina
$508M +$88.9M +410,452 +15%
Coatue Management
24
Coatue Management
New York
$439M -$87.6M -404,347 -13%
Northern Trust
25
Northern Trust
Illinois
$418M -$12.1M -55,777 -2%

XYZ Hedge Fund Activity: Q4 2021 in Review

1,364 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q4 2021, worth a combined $51.5B — down 31% from $74.6B a quarter earlier.

Buyers outnumbered sellers: 256 funds opened new XYZ positions and 243 closed out — a net gain of 13 holders — while 515 added to existing stakes and 458 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $795M. The largest seller was Lone Pine Capital, cutting an estimated $1.11B.

  • 1,364 institutional investors held Block Inc (XYZ) as of Q4 2021, down from 1,377 in Q3 2021.
  • Funds reported $51.5B of Block Inc stock for Q4 2021, down 31% quarter-over-quarter.
  • 256 funds opened new Block Inc positions in Q4 2021 and 243 closed out, a net change of +13 holders.
  • The largest Block Inc buyer in Q4 2021 was Capital Research Global Investors, an estimated $795M added.
  • The largest Block Inc seller in Q4 2021 was Lone Pine Capital, an estimated $1.11B sold.

Based on aggregated 13F filings for Q4 2021.