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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
CB
376
Commerce Bank
Missouri
$4.11M -$449K -1,918 -10%
VRS
377
Virginia Retirement Systems
Virginia
$4.11M -$3.84M -16,400 -48%
Daiwa Securities Group
378
Daiwa Securities Group
Japan
$4.09M +$275K +1,175 +7%
OWP
379
Old Well Partners
North Carolina
$4.09M +$468K +2,000 +13%
HIA
380
Harbor Investment Advisory
Maryland
$4.06M -$53.3K -228 -1%
VF
381
Virtu Financial
New York
$4.05M +$4.18M +17,850 New
HWAM
382
Hennion & Walsh Asset Management
New Jersey
$4.04M +$4.16M +17,782 New
SWP
383
Stratos Wealth Partners
Ohio
$4.01M -$724K -3,096 -15%
FBC
384
Fairfield, Bush & Co
Connecticut
$4M -$535K -2,285 -11%
HIIFS
385
Harel Insurance Investments & Financial Services
Israel
$3.99M -$540K -2,310 -30%
GI
386
Gradient Investments
Minnesota
$3.99M +$2.37M +10,113 +135%
GC
387
Guggenheim Capital
Illinois
$3.99M +$839K +3,587 +26%
MCL
388
MIK Capital LP
New York
$3.99M +$4.11M +17,563 New
GAMH
389
Greenwoods Asset Management (HK)
Hong Kong
$3.97M +$4.09M +17,500 New
DILIC
390
Dai-ichi Life Insurance Company
Japan
$3.97M -$4.11M -17,587 -50%
GPA
391
Garrison Point Advisors
California
$3.93M -$399K -1,705 -9%
EAMA
392
EFG Asset Management (Americas)
Florida
$3.93M -$1.4M -5,967 -26%
PI
393
PineBridge Investments
New York
$3.92M -$348K -1,489 -8%
AIM
394
Achmea Investment Management
Netherlands
$3.92M -$1.4M -5,992 -26%
CIA
395
Capital Impact Advisors
Massachusetts
$3.91M -$4.27M -18,270 -51%
IFWM
396
Institute for Wealth Management
Colorado
$3.9M +$61.5K +263 +2%
TPCW
397
TD Private Client Wealth
New York
$3.89M -$841K -3,595 -17%
Mackenzie Financial
398
Mackenzie Financial
Ontario, Canada
$3.89M +$331K +1,414 +9%
CSS
399
Cubist Systematic Strategies
Connecticut
$3.88M -$716K -3,063 -15%
MCM
400
Maltese Capital Management
New York
$3.86M +$3.98M +17,000 New

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.