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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
SOADOR
701
State of Alaska Department of Revenue
Alaska
$900K -$73K -312 -7%
CAG
702
Csenge Advisory Group
Florida
$900K +$115K +490 +17%
IWM
703
IHT Wealth Management
Illinois
$895K +$278K +1,188 +43%
LWM
704
Lyell Wealth Management
California
$879K -$35.1K -150 -4%
CG
705
Caprock Group
Idaho
$876K +$17.3K +74 +2%
OSAM
706
O'Shaughnessy Asset Management
Connecticut
$873K -$163K -696 -15%
PIM
707
Profit Investment Management
Maryland
$869K -$48.4K -207 -5%
GAM
708
Griffin Asset Management
New York
$860K +$204K +873 +30%
DTL
709
Dynamic Technology Lab
Singapore
$858K -$371K -1,585 -30%
FPS
710
Fieldpoint Private Securities
Connecticut
$858K -$268K -1,145 -23%
SF
711
Synovus Financial
Georgia
$858K -$25K -107 -3%
AO
712
Advisor OS
Illinois
$858K +$212K +908 +32%
AWA
713
Arete Wealth Advisors
Illinois
$841K +$133K +569 +18%
GWSG
714
GPS Wealth Strategies Group
Colorado
$840K +$18.2K +78 +2%
MIFH
715
Migdal Insurance & Financial Holdings
Israel
$838K +$220K +942 +34%
GG
716
Gofen & Glossberg
Illinois
$830K +$70.2K +300 +9%
GC
717
Grimes & Company
Massachusetts
$828K -$209K -893 -20%
AWA
718
Arkadios Wealth Advisors
Georgia
$827K +$523K +2,237 +159%
TC
719
Truvestments Capital
Florida
$826K +$73.2K +313 +9%
KTC
720
Kistler-Tiffany Companies
Pennsylvania
$823K +$76.7K +328 +10%
Cerity Partners
721
Cerity Partners
New York
$820K +$70.4K +301 +9%
PCA
722
Pallas Capital Advisors
Massachusetts
$815K +$881K +3,767 New
WA
723
Wealth Alliance
New York
$809K +$21.5K +92 +3%
ISWM
724
Independent Solutions Wealth Management
New York
$804K +$233K +997 +39%
BDS
725
Banco de Sabadell
Florida
$799K -$1.21M -5,167 -58%

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.