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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
HL
976
HeadInvest LLC
Maine
$307K -$1.17K -5 -0.4%
4WM
977
4J Wealth Management
Virginia
$307K +$316K +1,353 New
GC
978
Garde Capital
Washington
$304K
KP
979
Keel Point
Alabama
$303K +$312K +1,335 New
VWA
980
Visionary Wealth Advisors
Illinois
$299K +$309K +1,319 New
KPCM
981
Kings Point Capital Management
New York
$298K +$7.49K +32 +2%
RP
982
Rice Partnership
Hawaii
$297K -$37.4K -160 -11%
KLCM
983
KG&L Capital Management
Louisiana
$295K +$57.8K +247 +23%
WMP
984
Wealth Management Partners
Arizona
$295K +$282K +1,205 New
LBD
985
Landsberg Bennett & Dubbaneh
Florida
$295K +$301K +1,285 New
PWS
986
Precision Wealth Strategies
Missouri
$295K +$304K +1,301 New
NC
987
NovaPoint Capital
Georgia
$293K +$17.1K +73 +6%
HNB
988
Huntington National Bank
Ohio
$293K +$23.9K +102 +9%
APP
989
Alpha Paradigm Partners
Illinois
$292K -$2.53M -10,806 -89%
NFC
990
Northeast Financial Consultants
Connecticut
$291K +$35.1K +150 +13%
AG
991
AIA Group
Hong Kong
$290K -$20.4K -87 -6%
MIC
992
Means Investment Company
Maine
$289K +$7.25K +31 +2%
DY
993
Dowling & Yahnke
California
$288K +$4.68K +20 +2%
TCM
994
Tuttle Capital Management
Connecticut
$287K -$46.5K -199 -14%
DHFB
995
Dixon Hubard Feinour & Brown
Virginia
$284K +$292K +1,250 New
GLA
996
Great Lakes Advisors
Illinois
$279K -$19.2K -82 -6%
MCM
997
Monument Capital Management
Virginia
$279K +$287K +1,227 New
FFG
998
Frisch Financial Group
New York
$278K +$287K +1,225 New
BPA
999
Beacon Pointe Advisors
California
$277K -$9.12K -39 -3%
NFG
1000
Norris Financial Group
South Carolina
$277K +$285K +1,219 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.