XYZ

Block, Inc.

1,290 hedge funds and large institutions have $66.1B invested in Block, Inc. in 2021 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 519 increasing their positions, 439 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,290
Holders Change
+54
Holders Change %
+4.37%
% of All Funds
22.72%
Holding in Top 10
75
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.85%
% of All Funds
1.32%
New
201
Increased
519
Reduced
439
Closed
132
Calls
$7.01B
Puts
$9.22B
Net Calls
-$2.21B
Net Calls Change
+$1.12B
Name Holding Trade Value Shares
Change
Shares
Change %
CG
701
Caprock Group
Idaho
$876K +$16.8K +74 +2%
OSAM
702
O'Shaughnessy Asset Management
Connecticut
$873K -$158K -696 -15%
PIM
703
Profit Investment Management
Maryland
$869K -$47K -207 -5%
GAM
704
Griffin Asset Management
New York
$860K +$198K +873 +30%
DTL
705
Dynamic Technology Lab
Singapore
$858K -$360K -1,585 -30%
FPS
706
Fieldpoint Private Securities
Connecticut
$858K -$260K -1,145 -23%
SF
707
Synovus Financial
Georgia
$858K -$24.3K -107 -3%
AO
708
Advisor OS
Illinois
$858K +$206K +908 +32%
AWA
709
Arete Wealth Advisors
Illinois
$841K +$129K +569 +18%
GWSG
710
GPS Wealth Strategies Group
Colorado
$840K +$17.7K +78 +2%
MIFH
711
Migdal Insurance & Financial Holdings
Israel
$838K +$214K +942 +34%
GG
712
Gofen & Glossberg
Illinois
$830K +$68.1K +300 +9%
GC
713
Grimes & Company
Massachusetts
$828K -$203K -893 -20%
AWA
714
Arkadios Wealth Advisors
Georgia
$827K +$508K +2,237 +159%
TC
715
Truvestments Capital
Florida
$826K +$71.1K +313 +9%
KTC
716
Kistler-Tiffany Companies
Pennsylvania
$823K +$74.5K +328 +10%
Cerity Partners
717
Cerity Partners
New York
$820K +$68.4K +301 +9%
PCA
718
Pallas Capital Advisors
Massachusetts
$815K +$815K +3,767 New
WA
719
Wealth Alliance
New York
$809K +$20.9K +92 +3%
ISWM
720
Independent Solutions Wealth Management
New York
$804K +$226K +997 +39%
BDS
721
Banco de Sabadell
Florida
$799K -$1.11M -5,167 -58%
CWS
722
Cypress Wealth Services
California
$796K -$1.59K -7 -0.2%
IF
723
Intrua Financial
Texas
$794K +$794K +3,130 New
RWB
724
RMR Wealth Builders
New Jersey
$793K +$64.7K +285 +9%
KAS
725
Kemnay Advisory Services
New York
$793K +$793K +3,492 New