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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
MIM
526
Moseley Investment Management
Florida
$2.06M +$567K +2,423 +36%
OIA
527
OneDigital Investment Advisors
Kansas
$2.05M +$288K +1,231 +16%
GWM
528
Geneos Wealth Management
Colorado
$2.03M -$73.5K -314 -4%
MSR
529
Main Street Research
Connecticut
$2.02M +$2.08M +8,897 New
NW
530
NewEdge Wealth
Pennsylvania
$2.01M +$2.07M +8,836 New
GC
531
GFG Capital
Florida
$2M +$115K +490 +6%
GG
532
Golden Green
South Carolina
$2M -$1.64M -7,029 -44%
CCA
533
Catalyst Capital Advisors
New York
$1.99M -$257K -1,100 -11%
LWM
534
Loveless Wealth Management
Montana
$1.98M -$59.2K -253 -3%
OCM
535
Orser Capital Management
Texas
$1.97M +$11.7K +50 +0.6%
MCC
536
Money Concepts Capital
Florida
$1.94M +$85.1K +364 +4%
KeyBank National Association
537
KeyBank National Association
Ohio
$1.92M +$31.8K +136 +2%
H
538
HoyleCohen
California
$1.92M +$130K +555 +7%
JWCA
539
J.W. Cole Advisors
Florida
$1.91M +$290K +1,241 +17%
PP
540
Prudential plc
United Kingdom
$1.9M
MOS
541
MGO One Seven
Ohio
$1.87M +$66.2K +283 +4%
VAS
542
Vestmark Advisory Solutions
Massachusetts
$1.84M +$1.89M +8,089 New
PWA
543
Phoenix Wealth Advisors
North Carolina
$1.83M +$124K +531 +7%
GAA
544
Green Alpha Advisors
Colorado
$1.83M +$159K +679 +9%
BCM
545
Beck Capital Management
Texas
$1.83M +$1.88M +8,041 New
JRP
546
Jasper Ridge Partners
California
$1.8M
PA
547
Parallel Advisors
California
$1.8M -$409K -1,748 -18%
EF
548
Empowered Funds
Pennsylvania
$1.79M
IA
549
IFP Advisors
Florida
$1.78M +$162K +693 +10%
SP
550
SWS Partners
Ohio
$1.77M -$181K -773 -9%

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.