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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
FMBTD
951
First Midwest Bank Trust Division
Illinois
$326K
MAG
952
MRA Advisory Group
New Jersey
$326K
FHA
953
First Horizon Advisors
Tennessee
$325K +$177K +756 +111%
VC
954
Vicus Capital
Pennsylvania
$324K -$177K -756 -35%
IAP
955
Indie Asset Partners
Indiana
$324K -$11.7K -50 -3%
VFA
956
Voya Financial Advisors
Connecticut
$324K +$58.7K +251 +20%
APW
957
Aurora Private Wealth
New Jersey
$323K -$349K -1,492 -51%
JCM
958
Jacobi Capital Management
Pennsylvania
$322K -$10.3K -44 -3%
GP
959
Girard Partners
Pennsylvania
$322K +$5.15K +22 +2%
AP
960
Adero Partners
California
$322K +$331K +1,416 New
RI
961
Ridgewood Investments
New Jersey
$320K +$3.98K +17 +1%
RWM
962
Ritholtz Wealth Management
New York
$320K +$125K +535 +61%
9WM
963
9258 Wealth Management
Ohio
$319K +$329K +1,407 New
AFA
964
Arlington Financial Advisors
California
$318K
DCM
965
Donaldson Capital Management
Indiana
$317K +$106K +453 +48%
TC
966
Telemus Capital
Michigan
$316K +$40.5K +173 +14%
ACM
967
Advisors Capital Management
New Jersey
$316K +$91.2K +390 +39%
PA
968
Paragon Advisors
Texas
$316K +$325K +1,390 New
AFG
969
Alterity Financial Group
Maine
$316K +$545K +2,329 New
OWA
970
Octavia Wealth Advisors
Ohio
$314K -$65.5K -280 -17%
LC
971
Lindbrook Capital
California
$313K +$24.1K +103 +8%
MW
972
Marcum Wealth
Ohio
$312K +$321K +1,374 New
ZB
973
Zions Bancorporation
Utah
$311K -$62.2K -266 -16%
LWA
974
Lineweaver Wealth Advisors
Ohio
$311K +$320K +1,370 New
CL
975
CPWM LLC
Washington
$307K -$8.65K -37 -3%

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.