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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
HFM
626
Harvest Fund Management
China
$1.23M -$281K -1,203 -18%
GWMIA
627
Global Wealth Management Investment Advisory
Florida
$1.23M -$201K -861 -14%
GAG
628
GM Advisory Group
New York
$1.23M +$295K +1,262 +30%
LS
629
Livforsakringsbolaget Skandia
Sweden
$1.23M
NL
630
NVWM LLC
Pennsylvania
$1.22M -$30.9K -132 -2%
EI
631
Ethic Inc
New York
$1.22M +$494K +2,110 +64%
IA
632
IAM Advisory
Pennsylvania
$1.22M +$26.9K +115 +2%
IAA
633
Independent Advisor Alliance
North Carolina
$1.21M -$1.18M -5,038 -49%
WCM
634
Washburn Capital Management
Florida
$1.2M -$286K -1,224 -19%
AF
635
Aldebaran Financial
$1.2M -$122K -520 -9%
BF
636
BOK Financial
Oklahoma
$1.2M +$711K +3,040 +136%
CI
637
Cavalier Investments
Georgia
$1.19M +$1.23M +5,250 New
TC
638
TwinBeech Capital
New York
$1.18M +$637K +2,724 +109%
CG
639
Cutler Group
California
$1.17M -$310K -1,324 -20%
SL
640
Stevard LLC
Illinois
$1.17M +$4.44K +19 +0.4%
LB
641
Legacy Bridge
Iowa
$1.17M -$146K -626 -11%
AWP
642
Ascent Wealth Partners
New York
$1.16M +$1.2M +5,125 New
GKWIM
643
Gerber Kawasaki Wealth & Investment Management
California
$1.16M +$532K +2,273 +80%
FT
644
Fiduciary Trust
Massachusetts
$1.16M +$328K +1,401 +38%
BIAS
645
Beacon Investment Advisory Services
New Jersey
$1.16M +$420K +1,796 +54%
BFM
646
Boothbay Fund Management
New York
$1.15M +$1.18M +5,063 New
PPP
647
Private Portfolio Partners
New Jersey
$1.14M -$356K -1,520 -23%
AAIM
648
American Assets Investment Management
California
$1.14M -$2.34M -10,000 -67%
FNT
649
First National Trust
Pennsylvania
$1.14M +$936K +4,000 +400%
MCM
650
Maytus Capital Management
New York
$1.14M +$1.17M +5,000 New

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.