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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
VI
601
Versor Investments
New York
$1.42M +$1.05M +4,468 +250%
PP
602
Paloma Partners
Connecticut
$1.41M +$430K +1,839 +42%
MA
603
Modus Advisors
Minnesota
$1.41M +$1.45M +6,194 New
AI
604
Atria Investments
North Carolina
$1.4M +$163K +697 +13%
AA
605
Altman Advisors
Illinois
$1.37M +$727K +3,106 +106%
RC
606
RBF Capital
California
$1.36M +$1.4M +6,000 New
ATPW
607
Ashton Thomas Private Wealth
Arizona
$1.36M -$78.1K -334 -5%
SFS
608
Sowell Financial Services
Arkansas
$1.34M -$188K -803 -12%
NCGI
609
Next Century Growth Investors
Minnesota
$1.33M -$599K -2,561 -30%
RJT
610
Raymond James Trust
Florida
$1.32M +$144K +617 +12%
NIM
611
Northeast Investment Management
Massachusetts
$1.31M -$1.64K -7 -0.1%
A
612
Apoletto
British Virgin Islands
$1.31M -$68.1K -291 -5%
RSC
613
Red Spruce Capital
Pennsylvania
$1.3M -$422K -1,802 -24%
WWM
614
WT Wealth Management
Arizona
$1.3M +$26.2K +112 +2%
SF
615
Symphony Financial
Texas
$1.29M +$1.27M +5,450 New
CWM
616
Cordatus Wealth Management
Pennsylvania
$1.28M +$81.4K +348 +7%
BCA
617
Bray Capital Advisors
Florida
$1.28M
GIA
618
Gladstone Institutional Advisory
Florida
$1.28M +$392K +1,677 +42%
CIAS
619
Capital Investment Advisory Services
North Carolina
$1.27M +$131K +562 +11%
SI
620
Stephens Inc
Arkansas
$1.27M +$5.15K +22 +0.4%
SSCA
621
South Shore Capital Advisors
Massachusetts
$1.26M +$561K +2,400 +76%
CA
622
Clearstead Advisors
Ohio
$1.26M +$9.36K +40 +0.7%
SMH
623
Sanders Morris Harris
Texas
$1.26M -$55.4K -237 -4%
PWM
624
Perigon Wealth Management
California
$1.25M +$104K +444 +9%
MA
625
Mutual Advisors
Nebraska
$1.24M -$22.2K -95 -2%

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.