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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
LAI
351
Legal Advantage Investments
California
$4.73M
QIM
352
Quest Investment Management
Oregon
$4.72M +$4.87M +20,801 New
BMSSC
353
B. Metzler seel. Sohn & Co
Germany
$4.69M +$383K +1,637 +9%
PFO
354
Pathstone Family Office
New Jersey
$4.67M +$1.52M +6,478 +46%
AA
355
ALPS Advisors
Colorado
$4.65M -$253K -1,080 -5%
AAS
356
Avantax Advisory Services
Texas
$4.6M +$862K +3,683 +22%
LC
357
Longitude (Cayman)
Cayman Islands
$4.59M +$2.15M +9,202 +84%
ACM
358
Alcosta Capital Management
California
$4.55M -$65.3K -279 -1%
TWM
359
TLW Wealth Management
Florida
$4.54M +$4.68M +20,003 New
HLCM
360
Hickory Lane Capital Management
New York
$4.54M +$4.68M +20,000 New
SLAM
361
Swiss Life Asset Management
$4.51M +$3.83M +16,357 +467%
AGC
362
Angelo Gordon & Co
New York
$4.5M +$4.63M +19,800 New
SCM
363
Segantii Capital Management
Hong Kong
$4.5M +$4.63M +19,800 New
IC
364
IEQ Capital
California
$4.48M +$197K +843 +4%
Calamos Advisors
365
Calamos Advisors
Illinois
$4.46M -$772K -3,299 -14%
FDCDDQ
366
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.32M -$2.4M -10,266 -35%
ERSOT
367
Employees Retirement System of Texas
Texas
$4.31M -$936K -4,000 -17%
Mariner
368
Mariner
Kansas
$4.31M +$4.44M +18,977 New
HAG
369
HighPoint Advisor Group
Illinois
$4.29M +$54.7K +234 +1%
QP
370
Quilter Plc
United Kingdom
$4.29M +$2.52M +10,762 +133%
SIMG
371
Stephens Investment Management Group
Texas
$4.25M -$4.06M -17,351 -48%
WR
372
WD Rutherford
Oregon
$4.24M -$439K -1,875 -9%
CAM
373
Cresset Asset Management
Illinois
$4.23M +$1.44M +6,148 +49%
AB
374
Amalgamated Bank
New York
$4.13M -$253K -1,083 -6%
SW
375
SlateStone Wealth
Florida
$4.12M +$89.6K +383 +2%

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.