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XYZ

Block Inc

1,296 hedge funds and large institutions have $66.1B invested in Block Inc in 2021 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 521 increasing their positions, 441 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 132

18% more repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 441

4% more funds holding

Funds holding: 1,2411,296 (+55)

2% more capital invested

Capital invested by funds: $64.7B → $66.1B (+$1.49B)

2.05% less ownership

Funds ownership: 76.92%74.87% (-2.1%)

4% less funds holding in top 10

Funds holding in top 10: 7875 (-3)

24% less call options, than puts

Call options by funds: $7.01B | Put options by funds: $9.22B

Holders
1,296
Holders Change
+55
Holders Change %
+4.43%
% of All Funds
22.76%
Holding in Top 10
75
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.85%
% of All Funds
1.32%
New
202
Increased
521
Reduced
441
Closed
132
Calls
$7.01B
Puts
$9.22B
Net Calls
-$2.21B
Net Calls Change
+$1.12B
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
301
Chapman Investment Management
California
$7.16M +$7.37M +31,522 New
ASN
302
Advisory Services Network
Georgia
$7.14M +$782K +3,343 +12%
SCM
303
Shelton Capital Management
Colorado
$7.13M +$4.63M +19,800 +171%
AWM
304
AE Wealth Management
Kansas
$6.91M -$276K -1,182 -4%
SPC
305
Sigma Planning Corp
Michigan
$6.91M -$3.93M -16,798 -36%
BCM
306
BlueMar Capital Management
Florida
$6.88M +$5.01M +21,402 +240%
SCA
307
Sassicaia Capital Advisers
New York
$6.88M +$7.09M +30,320 New
PMAM
308
Picton Mahoney Asset Management
Ontario, Canada
$6.81M +$7.01M +29,980 New
RA
309
RiverPark Advisors
New York
$6.79M +$6.99M +29,903 New
SPIA
310
Steward Partners Investment Advisory
New York
$6.74M +$838K +3,581 +14%
WS
311
Wedbush Securities
California
$6.73M +$2.33M +9,963 +51%
NAMM
312
NorthStar Asset Management (Massachusetts)
Massachusetts
$6.72M +$6.92M +29,579 New
RIA
313
Realta Investment Advisors
Delaware
$6.69M +$393K +1,679 +6%
MIAN
314
Mariner Independent Advisor Network
Kansas
$6.59M +$2.69M +11,503 +66%
AP
315
AtonRa Partners
Switzerland
$6.56M +$1.44M +6,172 +27%
SCM
316
Sitrin Capital Management
California
$6.48M +$141K +604 +2%
PAM
317
Panagora Asset Management
Massachusetts
$6.47M -$4.73M -20,201 -41%
MSRPS
318
Maryland State Retirement & Pension System
Maryland
$6.43M +$5.22M +22,321 +373%
EMPI
319
Elo Mutual Pension Insurance
Finland
$6.29M +$302K +1,291 +5%
RIA
320
RPG Investment Advisory
California
$6.12M +$715K +3,056 +13%
MLICM
321
Metropolitan Life Insurance Company (MetLife)
New York
$6.11M -$283K -1,210 -4%
SIAP
322
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.94M -$201K -859 -3%
NIA
323
NIA Impact Advisors
California
$5.82M +$35.8K +153 +0.6%
FM
324
Family Management
New York
$5.77M -$1.84M -7,856 -24%
Tudor Investment Corp
325
Tudor Investment Corp
Connecticut
$5.72M -$1M -4,291 -15%

XYZ Hedge Fund Activity: Q1 2021 in Review

1,296 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Block Inc (XYZ) for Q1 2021, worth a combined $66.1B — up 2.3% from $64.7B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new XYZ positions and 132 closed out — a net gain of 70 holders — while 521 added to existing stakes and 441 trimmed.

The largest buyer was ARK Investment Management, adding an estimated $911M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $607M sold.

  • 1,296 institutional investors held Block Inc (XYZ) as of Q1 2021, up from 1,241 in Q4 2020.
  • Funds reported $66.1B of Block Inc stock for Q1 2021, up 2.3% quarter-over-quarter.
  • 202 funds opened new Block Inc positions in Q1 2021 and 132 closed out, a net change of +70 holders.
  • The largest Block Inc buyer in Q1 2021 was ARK Investment Management, an estimated $911M added.
  • The largest Block Inc seller in Q1 2021 was Whale Rock Capital Management, an estimated $607M sold.

Based on aggregated 13F filings for Q1 2021.