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XYZ

Block Inc
XYZ

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: 1,241 → 1,296 (+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: 78 → 75 (-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

Top Buyers

Rank Fund Capital Flow
1
AIM
ARK Investment Management
Florida
+$911M
2
NAMA
Nikko Asset Management Americas
New York
+$328M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$320M
4
Jennison Associates
Jennison Associates
New York
+$254M
5
BlackRock
BlackRock
New York
+$199M

Top Sellers

Rank Fund Capital Flow
1
WRCM
Whale Rock Capital Management
Massachusetts
-$607M
2
Coatue Management
Coatue Management
New York
-$527M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$429M
4
Goldman Sachs
Goldman Sachs
New York
-$429M
5
JP Morgan Chase
JP Morgan Chase
New York
-$305M
Name Holding Trade Value Shares
Change 		Change in
Stake
Norges Bank
26
Norges Bank
Norway
$616M -$8.14M -34,788 -1%
Northern Trust
27
Northern Trust
Illinois
$574M +$10.5M +45,000 +2%
Legal & General Group
28
Legal & General Group
United Kingdom
$463M +$4.97M +21,259 +1%
Ameriprise
29
Ameriprise
Minnesota
$452M -$19.9M -85,245 -4%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$420M -$114M -487,597 -21%
Wells Fargo
31
Wells Fargo
California
$415M -$116M -494,892 -21%
Franklin Resources
32
Franklin Resources
California
$405M +$137M +584,857 +49%
DIG
33
Dragoneer Investment Group
California
$404M – – –
N
34
Nuveen
North Carolina
$391M -$18.7M -80,037 -4%
Swiss National Bank
35
Swiss National Bank
Switzerland
$335M +$17.4M +74,200 +5%
UBS AM
36
UBS AM
Illinois
$334M -$41M -175,341 -11%
Winslow Capital Management
37
Winslow Capital Management
Minnesota
$329M -$45.8M -195,915 -12%
Fisher Asset Management
38
Fisher Asset Management
Washington
$329M +$12.7M +54,332 +4%
UBS Group
39
UBS Group
Switzerland
$320M -$7.58M -32,385 -2%
FCM
40
Frontier Capital Management
Massachusetts
$302M -$50.3M -214,853 -14%
GCM
41
Gladstone Capital Management
United Kingdom
$284M -$43.7M -186,768 -13%
GGHC
42
Gilder Gagnon Howe & Co
New York
$272M +$50.5M +216,023 +22%
Charles Schwab
43
Charles Schwab
California
$255M -$17.9M -76,495 -6%
Capital International Investors
44
Capital International Investors
California
$248M +$46.1M +197,046 +22%
NSLI
45
Nan Shan Life Insurance
Taiwan
$242M -$12.8M -54,742 -5%
ZCI
46
Zevenbergen Capital Investments
Washington
$241M +$3.13M +13,382 +1%
Brown Advisory
47
Brown Advisory
Maryland
$237M +$45.3M +193,717 +23%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$230M +$38.4M +164,111 +19%
Citadel Advisors
49
Citadel Advisors
Florida
$224M +$170M +726,850 +280%
Barclays
50
Barclays
United Kingdom
$223M -$6.23M -26,654 -3%
1
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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.