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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
IAN
926
Integrated Advisors Network
Texas
$355K +$366K +1,565 New
BMC
927
Beaton Management Company
Massachusetts
$352K -$11.7K -50 -3%
ANTB
928
AMG National Trust Bank
Colorado
$348K +$2.1K +9 +0.6%
22CM
929
20/20 Capital Management
California
$348K +$38.6K +165 +12%
FHC
930
First Heartland Consultants
Missouri
$347K +$35.3K +151 +11%
MFG
931
Magnus Financial Group
New York
$347K +$48.2K +206 +16%
JIC
932
Joel Isaacson & Co
New York
$346K +$357K +1,525 New
MLL
933
Moody Lynn & Lieberson
Massachusetts
$342K +$1.17K +5 +0.3%
MMPW
934
Mitchell McLeod Pugh & Williams
Alabama
$341K
HCMG
935
Howard Capital Management Group
California
$341K +$351K +1,500 New
EWG
936
Executive Wealth Group
Washington
$341K
BTWM
937
Baker Tilly Wealth Management
Wisconsin
$340K +$351K +1,499 New
PFG
938
PAX Financial Group
Texas
$340K +$351K +1,499 New
MAFM
939
Mid Atlantic Financial Management
Pennsylvania
$338K -$474K -2,027 -58%
TW
940
TrinityPoint Wealth
Connecticut
$338K -$107K -456 -23%
W
941
WealthStone
Ohio
$337K +$33K +141 +10%
BP
942
Ballentine Partners
Massachusetts
$336K +$44.7K +191 +15%
SVWAG
943
Sound View Wealth Advisors Group
Georgia
$335K -$10.1K -43 -3%
CPIA
944
Cornell Pochily Investment Advisors
New York
$334K
TWM
945
Tradition Wealth Management
Minnesota
$333K +$49.4K +211 +17%
RCA
946
Ranch Capital Advisors
Florida
$331K
CG
947
Colony Group
Massachusetts
$331K +$108K +460 +46%
WTC
948
WhitTier Trust Company
Nevada
$329K
LI
949
LVZ Inc
Michigan
$328K -$217K -926 -39%
RA
950
Resolute Advisors
California
$328K +$338K +1,446 New

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.