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XYZ

Block Inc
XYZ

1,248 hedge funds and large institutions have $50B invested in Block Inc in 2022 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 606 increasing their positions, 355 reducing their positions, and 256 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 606 | Existing positions reduced: 355

3% less capital invested

Capital invested by funds: $51.5B → $50B (-$1.54B)

4% less funds holding in top 10

Funds holding in top 10: 46 → 44 (-2)

9% less funds holding

Funds holding: 1,364 → 1,248 (-116)

8.58% less ownership

Funds ownership: 79.85% → 71.27% (-8.6%)

33% less call options, than puts

Call options by funds: $5.52B | Put options by funds: $8.24B

39% less first-time investments, than exits

New positions opened: 156 | Existing positions closed: 256

Holders
1,248
Holders Change
-116
Holders Change %
-8.5%
% of All Funds
19.68%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
0.69%
New
156
Increased
606
Reduced
355
Closed
256
Calls
$5.52B
Puts
$8.24B
Net Calls
-$2.72B
Net Calls Change
+$1.25B

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$836M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$778M
3
BlackRock
BlackRock
New York
+$637M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$546M
5
Sands Capital Management
Sands Capital Management
Virginia
+$484M

Top Sellers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
-$1.21B
2
Goldman Sachs
Goldman Sachs
New York
-$376M
3
JP Morgan Chase
JP Morgan Chase
New York
-$286M
4
Renaissance Technologies
Renaissance Technologies
New York
-$264M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$242M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.35B +$836M +6,904,690 +27%
Morgan Stanley
2
Morgan Stanley
New York
$3.77B +$135M +1,113,510 +4%
BlackRock
3
BlackRock
New York
$3.31B +$637M +5,265,479 +27%
Sands Capital Management
4
Sands Capital Management
Virginia
$2.07B +$484M +4,001,510 +36%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.63B -$128M -1,060,922 -8%
State Street
6
State Street
Massachusetts
$1.35B +$188M +1,549,118 +18%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.22B -$234M -1,928,968 -18%
Capital Research Global Investors
8
Capital Research Global Investors
California
$1.17B +$375M +3,097,565 +56%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$1.17B +$546M +4,513,219 +110%
AIM
10
ARK Investment Management
Florida
$1.13B +$258M +2,129,129 +34%
Capital World Investors
11
Capital World Investors
California
$1.07B +$378M +3,121,815 +65%
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$1.03B +$159M +1,315,089 +21%
Goldman Sachs
13
Goldman Sachs
New York
$947M -$376M -3,109,100 -31%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$871M +$778M +6,424,612 +7,648,348%
NAMA
15
Nikko Asset Management Americas
New York
$852M +$111M +917,023 +17%
BCM
16
Bares Capital Management
Texas
$842M +$223M +1,844,365 +42%
Coatue Management
17
Coatue Management
New York
$800M +$385M +3,183,270 +117%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$696M +$27.4M +226,128 +5%
Fisher Asset Management
19
Fisher Asset Management
Washington
$689M +$204M +1,687,083 +50%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$677M +$156M +1,284,782 +35%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$645M +$120M +990,374 +26%
Bank of America
22
Bank of America
North Carolina
$581M +$232M +1,913,760 +81%
Capital International Investors
23
Capital International Investors
California
$534M +$240M +1,979,650 +101%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$452M +$144M +1,191,256 +56%
HCM
25
HMI Capital Management
California
$430M +$93.2M +770,000 +32%
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XYZ Hedge Fund Activity: Q1 2022 in Review

1,248 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q1 2022, worth a combined $50B — down 3% from $51.5B a quarter earlier.

Sellers outnumbered buyers: 256 funds closed out of XYZ and 156 opened new positions — a net loss of 100 holders — while 355 trimmed existing stakes and 606 added.

The largest buyer was Vanguard Group, adding an estimated $836M. The largest seller was Jennison Associates, cutting an estimated $1.21B.

  • 1,248 institutional investors held Block Inc (XYZ) as of Q1 2022, down from 1,364 in Q4 2021.
  • Funds reported $50B of Block Inc stock for Q1 2022, down 3% quarter-over-quarter.
  • 156 funds opened new Block Inc positions in Q1 2022 and 256 closed out, a net change of -100 holders.
  • The largest Block Inc buyer in Q1 2022 was Vanguard Group, an estimated $836M added.
  • The largest Block Inc seller in Q1 2022 was Jennison Associates, an estimated $1.21B sold.

Based on aggregated 13F filings for Q1 2022.