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
FWM
851
Focused Wealth Management
New York
$499K -$117K -500 -19%
RI
852
Redwood Investments
Massachusetts
$499K
WBG
853
Wharton Business Group
Pennsylvania
$499K
KPW
854
Kore Private Wealth
New York
$493K +$702 +3 +0.1%
RA
855
RFG Advisory
Alabama
$491K -$13.1K -56 -3%
EWA
856
EP Wealth Advisors
California
$491K +$506K +2,161 New
AHC
857
Adell Harriman & Carpenter
Texas
$490K +$119K +509 +31%
WCWM
858
Willow Creek Wealth Management
California
$490K -$11.7K -50 -2%
PWLP
859
Prio Wealth Limited Partnership
Massachusetts
$484K +$52.6K +225 +12%
SMF
860
Sterling Manor Financial
New York
$477K -$299K -1,280 -38%
PHS
861
Pekin Hardy Strauss
Illinois
$477K +$11.7K +50 +2%
DWM
862
Doyle Wealth Management
Florida
$475K +$46.8K +200 +11%
SAM
863
Simplify Asset Management
Nevada
$475K +$107K +458 +28%
LFF
864
Level Four Financial
Texas
$469K +$149K +639 +45%
OIM
865
Oder Investment Management
California
$467K +$170K +728 +55%
S
866
Seeyond
France
$463K -$355K -1,516 -43%
BG
867
Benedetti & Gucer
Georgia
$461K +$476K +2,034 New
QSS
868
Quantitative Systematic Strategies
Florida
$459K +$18.9K +81 +4%
VFM
869
Vivid Financial Management
California
$457K +$3.04K +13 +0.7%
AGA
870
Arkos Global Advisors
Texas
$456K -$468 -2 -0.1%
SC
871
Sovarnum Capital
New York
$454K -$1.99M -8,500 -81%
TA
872
Trivest Advisors
Hong Kong
$454K -$117K -500 -20%
KIM
873
Karpus Investment Management
New York
$454K +$468K +2,000 New
UMC
874
United Maritime Capital
New York
$454K +$468K +2,000 New
CBT
875
Central Bank & Trust
Kentucky
$452K +$1.87K +8 +0.4%

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.