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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
ODG
1001
O'Dell Group
Ohio
$275K -$4.21K -18 -1%
CIA
1002
Capital Investment Advisors
Georgia
$275K +$32.5K +139 +13%
IA
1003
IFG Advisory
Georgia
$273K -$11.2K -48 -4%
BTW
1004
Boston Trust Walden
Massachusetts
$272K
PWM
1005
PRW Wealth Management
Massachusetts
$272K +$280K +1,198 New
RPC
1006
Rossmore Private Capital
Connecticut
$272K +$280K +1,198 New
SFA
1007
Sequoia Financial Advisors
Ohio
$271K +$11.5K +49 +4%
CFA
1008
Camarda Financial Advisors
Florida
$271K +$280K +1,195 New
QCG
1009
Quadrant Capital Group
Ohio
$270K +$56.8K +243 +26%
RCAG
1010
Rehmann Capital Advisory Group
Michigan
$269K +$14.7K +63 +6%
AG
1011
AlphaSimPlex Group
Massachusetts
$267K +$275K +1,174 New
AIM
1012
Anchor Investment Management
South Carolina
$266K +$169K +722 +160%
GAMA
1013
Graticule Asia Macro Advisors
New York
$266K +$274K +1,170 New
IIC
1014
Ironwood Investment Counsel
Arizona
$264K -$64.3K -275 -19%
CFD
1015
Creative Financial Designs
Indiana
$264K -$26.2K -112 -9%
RFC
1016
Regions Financial Corp
Alabama
$264K -$25K -107 -8%
AP
1017
Americana Partners
Texas
$264K +$22.9K +98 +9%
ARG
1018
Advisory Resource Group
Oklahoma
$264K +$52.2K +223 +24%
MWM
1019
Mission Wealth Management
California
$263K -$62.5K -267 -19%
SIA
1020
SkyView Investment Advisors
New Jersey
$263K
SW
1021
SkyOak Wealth
Michigan
$261K -$468 -2 -0.2%
SC
1022
Sierra Capital
Florida
$261K +$269K +1,150 New
IWA
1023
IVC Wealth Advisors
Pennsylvania
$259K +$266K +1,139 New
UFF
1024
USA Financial Formulas
Michigan
$256K +$264K +1,129 New
AA
1025
Apriem Advisors
California
$255K -$307K -1,311 -54%

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.