We are live on ! Find out more
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
RCM
676
RB Capital Management
Nevada
$984K +$69K +295 +7%
MIG
677
McGuire Investment Group
Rhode Island
$983K +$58.5K +250 +6%
RBFC
678
Roman Butler Fullerton & Co
Missouri
$982K -$52.4K -224 -6%
SC
679
Sepio Capital
Utah
$979K +$1.01M +4,314 New
AWM
680
Apollon Wealth Management
South Carolina
$977K +$1.01M +4,302 New
OPS
681
Orion Portfolio Solutions
Nebraska
$970K +$38.8K +166 +4%
SMC
682
Smith, Moore & Co
Missouri
$962K -$26.9K -115 -3%
EWM
683
Empirical Wealth Management
Washington
$956K +$19.4K +83 +2%
TCWM
684
Total Clarity Wealth Management
Illinois
$953K +$6.32K +27 +0.6%
FVWA
685
Foster Victor Wealth Advisors
South Carolina
$944K +$501K +2,141 +163%
UH
686
Unigestion Holding
Switzerland
$941K +$408K +1,743 +73%
C
687
Certuity
Florida
$940K +$123K +527 +15%
PCS
688
Personal CFO Solutions
New Jersey
$934K -$252K -1,077 -21%
FB
689
Fulton Bank
Pennsylvania
$931K -$98K -419 -9%
PFA
690
Paradigm Financial Advisors
Missouri
$929K +$502K +2,145 +110%
GAMC
691
Garner Asset Management Corp
Texas
$926K -$122K -520 -11%
BCM
692
Brookstone Capital Management
Illinois
$925K -$781K -3,338 -45%
CCA
693
Column Capital Advisors
Indiana
$925K -$84K -359 -8%
BL
694
BFSG LLC
California
$923K +$936 +4 +0.1%
SCM
695
Schnieders Capital Management
California
$922K +$30.9K +132 +3%
CST
696
Charles Schwab Trust
Nevada
$918K
CAGAS
697
Capital Advisory Group Advisory Services
Minnesota
$915K +$84.7K +362 +10%
AIP
698
Almanack Investment Partners
Pennsylvania
$911K -$197K -844 -17%
MFG
699
Menard Financial Group
Texas
$911K -$70.6K -302 -7%
IA
700
Insight Advisors
Pennsylvania
$910K +$80.7K +345 +10%

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.