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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
HAI
501
Hennessy Advisors Inc
California
$2.27M -$819K -3,500 -26%
ACM
502
Alight Capital Management
New York
$2.27M
IECM
503
Intrinsic Edge Capital Management
Illinois
$2.27M +$2.34M +10,000 New
PAS
504
Park Avenue Securities
New York
$2.26M +$547K +2,340 +31%
FMI
505
F/M Investments
District of Columbia
$2.26M +$2.33M +9,953 New
WCA
506
Whetstone Capital Advisors
Kansas
$2.24M -$63.9K -273 -3%
BAMF
507
BI Asset Management Fondsmaeglerselskab
Denmark
$2.24M +$278K +1,188 +14%
IP
508
Intellectus Partners
California
$2.23M -$78.4K -335 -3%
PFS
509
Prospera Financial Services
Texas
$2.22M -$645K -2,759 -22%
BPC
510
Banque Pictet & Cie
Switzerland
$2.19M +$29.2K +125 +1%
AC
511
Avestar Capital
New York
$2.19M +$472K +2,018 +31%
XS
512
XR Securities
Illinois
$2.19M +$1.82M +7,794 +426%
EAM
513
Erste Asset Management
Austria
$2.18M -$3.51M -15,000 -61%
PSUF
514
People's United Financial
Connecticut
$2.17M +$57.5K +246 +3%
CCP
515
Corient Capital Partners
California
$2.16M -$227K -970 -9%
EPA
516
Element Pointe Advisors
Florida
$2.14M +$292K +1,247 +15%
Caisse de Depot et Placement du Quebec (CDPQ)
517
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.14M -$4.56M -19,509 -67%
RHBC
518
R.H. Bluestein & Co
Michigan
$2.14M +$737K +3,150 +50%
ACM
519
AlphaCrest Capital Management
New York
$2.11M +$1.82M +7,782 +519%
CCM
520
Conway Capital Management
California
$2.1M +$532K +2,275 +33%
CWMU
521
Caliber Wealth Management (Utah)
Utah
$2.08M -$799K -3,416 -27%
AF
522
Advisornet Financial
Minnesota
$2.08M +$180K +771 +9%
CIC
523
Chase Investment Counsel
Virginia
$2.07M
RFM
524
Royal Fund Management
Florida
$2.07M +$446K +1,905 +26%
VPIM
525
Vanguard Personalized Indexing Management
California
$2.06M +$338K +1,444 +19%

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.