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Block Inc

1,377 hedge funds and large institutions have $74.6B invested in Block Inc in 2021 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 613 increasing their positions, 411 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 411

43% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 97

3.11% more ownership

Funds ownership: 75.2%78.31% (+3.1%)

2% more funds holding

Funds holding: 1,3491,377 (+28)

4% more capital invested

Capital invested by funds: $71.8B → $74.6B (+$2.83B)

0% more funds holding in top 10

Funds holding in top 10: 7777 (0)

39% less call options, than puts

Call options by funds: $6.65B | Put options by funds: $10.8B

Holders
1,377
Holders Change
+28
Holders Change %
+2.08%
% of All Funds
24.11%
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.35%
New
139
Increased
613
Reduced
411
Closed
97
Calls
$6.65B
Puts
$10.8B
Net Calls
-$4.18B
Net Calls Change
-$361M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
576
Integrated Wealth Concepts
Massachusetts
$2.03M +$990K +3,855 +84%
BFO
577
Boston Family Office
Massachusetts
$2M +$213K +830 +11%
IA
578
IFP Advisors
Florida
$1.99M +$124K +481 +6%
QP
579
Quilter Plc
United Kingdom
$1.99M -$309K -1,204 -13%
VAS
580
Vestmark Advisory Solutions
Massachusetts
$1.98M +$201K +782 +10%
OIA
581
OneDigital Investment Advisors
Kansas
$1.97M +$259K +1,010 +14%
EPA
582
Element Pointe Advisors
Florida
$1.95M -$622K -2,421 -23%
F
583
F3Logic
Minnesota
$1.94M -$244K -950 -10%
FCM
584
Fortis Capital Management
Washington
$1.94M -$419K -1,631 -17%
ER
585
Enlightenment Research
Florida
$1.92M +$1.57M +6,099 +321%
RI
586
Redwood Investments
Massachusetts
$1.92M +$1.81M +7,058 +758%
LWM
587
Loveless Wealth Management
Montana
$1.9M -$95K -370 -4%
JRP
588
Jasper Ridge Partners
California
$1.9M
LNC
589
Lincoln National Corp
Pennsylvania
$1.88M -$52.1K -203 -3%
HZ
590
Hixon Zuercher
Ohio
$1.88M +$45.2K +176 +2%
TAL
591
TIG Advisors LLC
New York
$1.88M +$2.01M +7,829 New
BCM
592
Bienville Capital Management
New York
$1.87M
MYLI
593
Meiji Yasuda Life Insurance
Japan
$1.86M -$40.6K -158 -2%
MS
594
Mizuho Securities
Japan
$1.85M -$4.17M -16,220 -68%
DC
595
Davenport & Co
Virginia
$1.85M +$118K +458 +6%
Lido Advisors
596
Lido Advisors
California
$1.84M +$1.04M +4,051 +112%
BPA
597
Beacon Pointe Advisors
California
$1.83M -$22.9K -89 -1%
PWSG
598
Pacific Wealth Strategies Group
California
$1.83M +$124K +482 +7%
FIM
599
Freedom Investment Management
Connecticut
$1.82M +$89.6K +349 +5%
GF
600
Gries Financial
Ohio
$1.79M