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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
CPW
876
Catalyst Private Wealth
California
$449K +$63.2K +270 +16%
CGL
877
Clarius Group LLC
Washington
$448K +$31.8K +136 +7%
MFA
878
Mayflower Financial Advisors
Massachusetts
$442K +$10.3K +44 +2%
HR
879
Hayden Royal
North Carolina
$441K +$454K +1,942 New
SUT
880
SC US (TTGP)
California
$440K -$215K -918 -32%
LSPW
881
Lake Street Private Wealth
Illinois
$440K -$3.51K -15 -0.8%
LOAMU
882
Lombard Odier Asset Management (USA)
New York
$440K +$454K +1,940 New
TPWA
883
TRUE Private Wealth Advisors
Oregon
$436K -$28.1K -120 -6%
BS
884
Boenning & Scattergood
Pennsylvania
$435K +$29.2K +125 +7%
CIP
885
Convergence Investment Partners
Florida
$434K +$14K +60 +3%
WIA
886
Wealthstreet Investment Advisors
Texas
$431K +$5.85K +25 +1%
AIM
887
Acropolis Investment Management
Missouri
$422K -$11.7K -50 -3%
PCG
888
Private Capital Group
Connecticut
$421K -$309K -1,320 -42%
GA
889
Greytown Advisors
Florida
$421K +$35.1K +150 +9%
OC
890
Oarsman Capital
Wisconsin
$416K -$166K -711 -28%
CANY
891
Caxton Associates (New York)
New York
$415K +$427K +1,827 New
BFS
892
Bard Financial Services
Connecticut
$414K
TFS
893
Thoroughbred Financial Services
Tennessee
$414K +$43.3K +185 +11%
PGIM
894
Pacific Global Investment Management
California
$410K
GT
895
Greenleaf Trust
Michigan
$405K +$13.6K +58 +3%
SFP
896
Sandbox Financial Partners
Maryland
$405K +$22.9K +98 +6%
SCA
897
Spearhead Capital Advisors
Florida
$400K -$320K -1,366 -44%
SA
898
Sicart Associates
New York
$400K
SHGA
899
Sand Hill Global Advisors
California
$399K
WMA
900
Wealth Management Associates
New Jersey
$396K -$90.5K -387 -18%

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.