XYZ

Block, Inc.

1,290 hedge funds and large institutions have $66.1B invested in Block, Inc. in 2021 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 519 increasing their positions, 439 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,290
Holders Change
+54
Holders Change %
+4.37%
% of All Funds
22.72%
Holding in Top 10
75
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.85%
% of All Funds
1.32%
New
201
Increased
519
Reduced
439
Closed
132
Calls
$7.01B
Puts
$9.22B
Net Calls
-$2.21B
Net Calls Change
+$1.12B
Name Holding Trade Value Shares
Change
Shares
Change %
NW
526
NewEdge Wealth
Pennsylvania
$2.01M +$2.01M +8,836 New
GC
527
GFG Capital
Florida
$2M +$111K +490 +6%
GG
528
Golden Green
South Carolina
$2M -$1.6M -7,029 -44%
CCA
529
Catalyst Capital Advisors
New York
$1.99M -$250K -1,100 -11%
LWM
530
Loveless Wealth Management
Montana
$1.98M -$57.4K -253 -3%
OCM
531
Orser Capital Management
Texas
$1.97M +$11.4K +50 +0.6%
MCC
532
Money Concepts Capital
Florida
$1.94M +$82.7K +364 +4%
KeyBank National Association
533
KeyBank National Association
Ohio
$1.92M +$30.9K +136 +2%
H
534
HoyleCohen
California
$1.92M +$126K +555 +7%
JWCA
535
J.W. Cole Advisors
Florida
$1.91M +$282K +1,241 +17%
PP
536
Prudential plc
United Kingdom
$1.9M
MOS
537
MGO One Seven
Ohio
$1.87M +$64.2K +283 +4%
VAS
538
Vestmark Advisory Solutions
Massachusetts
$1.84M +$1.84M +8,089 New
PWA
539
Phoenix Wealth Advisors
North Carolina
$1.83M +$122K +531 +7%
GAA
540
Green Alpha Advisors
Colorado
$1.83M +$154K +679 +9%
BCM
541
Beck Capital Management
Texas
$1.83M +$1.83M +8,041 New
JRP
542
Jasper Ridge Partners
California
$1.8M
PA
543
Parallel Advisors
California
$1.8M -$397K -1,748 -18%
EF
544
Empowered Funds
Pennsylvania
$1.79M
IA
545
IFP Advisors
Florida
$1.78M +$156K +693 +10%
SP
546
SWS Partners
Ohio
$1.77M -$176K -773 -9%
FP
547
Financial Perspectives
Minnesota
$1.77M +$1.76M +400,357 +22,891%
MMG
548
Monetary Management Group
Missouri
$1.76M -$114K -500 -6%
DIA
549
Dana Investment Advisors
Wisconsin
$1.75M -$3.2M -14,095 -65%
BCM
550
Bienville Capital Management
New York
$1.74M +$102K +450 +6%