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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
EOJOAM
426
E. Ohman J:or Asset Management
Sweden
$3.43M +$1.87M +8,000 +113%
TFA
427
Teamwork Financial Advisors
Texas
$3.39M +$829K +3,544 +31%
P
428
Pitcairn
Pennsylvania
$3.36M +$118K +505 +4%
KC
429
Kingfisher Capital
North Carolina
$3.35M +$133K +569 +4%
BCV
430
Banque Cantonale Vaudoise
Switzerland
$3.24M +$560K +2,395 +20%
CAPTRUST Financial Advisors
431
CAPTRUST Financial Advisors
North Carolina
$3.22M +$1.51M +6,466 +84%
Fifth Third Bancorp
432
Fifth Third Bancorp
Ohio
$3.22M -$1.5M -6,403 -31%
Wealthfront Advisers
433
Wealthfront Advisers
California
$3.17M -$28.5K -122 -0.9%
PSP
434
Principal Street Partners
Tennessee
$3.12M +$1.82M +7,801 +131%
CMI
435
Clare Market Investments
Texas
$3.11M +$608K +2,600 +23%
BWM
436
BNC Wealth Management
Oregon
$3.1M -$267K -1,142 -8%
BCI
437
Brinker Capital Investments
Pennsylvania
$3.07M -$2.49M -10,651 -44%
DZ Bank
438
DZ Bank
Germany
$3.06M +$913K +3,904 +41%
BHB
439
Bank Hapoalim BM
Israel
$3.05M -$152K -649 -5%
AII
440
AGF Investments Inc
Ontario, Canada
$3.04M -$2.09M -8,940 -40%
RCW
441
Rheos Capital Works
Japan
$3.02M -$10.8M -46,000 -78%
FMT
442
First Mercantile Trust
Tennessee
$3.02M -$231K -988 -7%
AFP
443
Ausdal Financial Partners
Iowa
$3.01M +$1.66M +7,114 +116%
RAM
444
Riggs Asset Management
Pennsylvania
$3.01M -$169K -724 -5%
KA
445
Kovack Advisors
Florida
$3.01M +$457K +1,953 +17%
JG
446
Jefferies Group
New York
$3M -$16.3M -69,471 -84%
SAM
447
Shell Asset Management
Netherlands
$2.99M +$167K +714 +6%
Bank Julius Baer & Co
448
Bank Julius Baer & Co
Switzerland
$2.99M +$181K +772 +6%
MS
449
Mizuho Securities
Japan
$2.98M -$2.16M -9,215 -41%
HI
450
HBK Investments
Texas
$2.96M +$3.05M +13,021 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.