XYZ

Block, Inc.

1,290 hedge funds and large institutions have $66.1B invested in Block, Inc. in 2021 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 519 increasing their positions, 439 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,290
Holders Change
+54
Holders Change %
+4.37%
% of All Funds
22.72%
Holding in Top 10
75
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.85%
% of All Funds
1.32%
New
201
Increased
519
Reduced
439
Closed
132
Calls
$7.01B
Puts
$9.22B
Net Calls
-$2.21B
Net Calls Change
+$1.12B
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
1001
PRW Wealth Management
Massachusetts
$272K +$272K +1,198 New
SFA
1002
Sequoia Financial Advisors
Ohio
$271K +$11.1K +49 +4%
CFA
1003
Camarda Financial Advisors
Florida
$271K +$271K +1,195 New
QCG
1004
Quadrant Capital Group
Ohio
$270K +$55.1K +243 +26%
RCAG
1005
Rehmann Capital Advisory Group
Michigan
$269K +$14.3K +63 +6%
AG
1006
AlphaSimPlex Group
Massachusetts
$267K +$267K +1,174 New
AIM
1007
Anchor Investment Management
South Carolina
$266K +$164K +722 +160%
GAMA
1008
Graticule Asia Macro Advisors
New York
$266K +$266K +1,170 New
IIC
1009
Ironwood Investment Counsel
Arizona
$264K -$62.4K -275 -19%
CFD
1010
Creative Financial Designs
Indiana
$264K -$25.4K -112 -9%
RFC
1011
Regions Financial Corp
Alabama
$264K -$24.3K -107 -8%
AP
1012
Americana Partners
Texas
$264K +$22.2K +98 +9%
ARG
1013
Advisory Resource Group
Oklahoma
$264K +$50.7K +223 +24%
MWM
1014
Mission Wealth Management
California
$263K -$60.6K -267 -19%
SIA
1015
SkyView Investment Advisors
New Jersey
$263K
SW
1016
SkyOak Wealth
Michigan
$261K -$508 -2 -0.2%
SC
1017
Sierra Capital
Florida
$261K +$261K +1,150 New
IWA
1018
IVC Wealth Advisors
Pennsylvania
$259K +$259K +1,139 New
UFF
1019
USA Financial Formulas
Michigan
$256K +$256K +1,129 New
AA
1020
Apriem Advisors
California
$255K -$297K -1,311 -54%
FMN
1021
Financial Management Network
California
$255K +$255K +1,047 New
CWP
1022
Concord Wealth Partners
Virginia
$255K +$246K +1,085 +2,855%
AIC
1023
Ameritas Investment Company
Nebraska
$254K -$405K -1,785 -61%
EFS
1024
Essex Financial Services
Connecticut
$254K +$254K +1,118 New
NL
1025
Navalign LLC
California
$254K +$254K +1,119 New