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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
RPSA
651
Richard P. Slaughter Associates
Texas
$1.13M -$185K -793 -14%
PP
652
Professional Planning
California
$1.13M +$209K +894 +22%
MWM
653
Meridian Wealth Management
Kentucky
$1.13M +$699K +2,990 +151%
SG
654
Stonnington Group
California
$1.12M +$1.27M +5,437 New
AC
655
Addison Capital
Pennsylvania
$1.12M -$35.8K -153 -3%
SS
656
Sunbelt Securities
Texas
$1.12M +$127K +545 +12%
TA
657
Tiedemann Advisors
New York
$1.11M -$37K -158 -3%
ONGA
658
O'Neil Global Advisors
California
$1.1M +$1.14M +4,855 New
TMAM
659
Tokio Marine Asset Management
Japan
$1.1M -$607K -2,597 -35%
SAM
660
Sompo Asset Management
Japan
$1.08M -$37.4K -160 -3%
SFG
661
SageGuard Financial Group
Tennessee
$1.08M -$21.1K -90 -2%
SS
662
Simplicity Solutions
Minnesota
$1.08M -$1.41M -6,049 -56%
MHS
663
M Holdings Securities
Oregon
$1.08M +$1.11M +4,743 New
AC
664
Athanor Capital
New York
$1.07M -$1.52M -6,491 -58%
JCM
665
Jag Capital Management
Missouri
$1.06M +$785K +3,357 +256%
AA
666
Ancora Advisors
Ohio
$1.06M +$29.2K +125 +3%
AWA
667
Aaron Wealth Advisors
Illinois
$1.05M +$4.91K +21 +0.5%
SVCP
668
Silicon Valley Capital Partners
California
$1.04M +$451K +1,929 +73%
MPW
669
Monterey Private Wealth
California
$1.03M
MRCM
670
M&R Capital Management
New Jersey
$1.01M +$44.2K +189 +4%
EDRH
671
Edmond de Rothschild Holding
Switzerland
$1.01M -$1.93M -8,269 -65%
ECM
672
ExodusPoint Capital Management
New York
$1.01M -$2.93M -12,546 -74%
MS
673
Madden Securities
Texas
$998K +$1.03M +4,394 New
IWC
674
Integrated Wealth Concepts
Massachusetts
$988K +$316K +1,352 +45%
NAM
675
NorthCoast Asset Management
Connecticut
$986K +$439K +1,875 +76%

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.