We are live on ! Find out more
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
FMN
1026
Financial Management Network
California
$255K +$245K +1,047 New
CWP
1027
Concord Wealth Partners
Virginia
$255K +$254K +1,085 +2,855%
AIC
1028
Ameritas Investment Company
Nebraska
$254K -$418K -1,785 -61%
EFS
1029
Essex Financial Services
Connecticut
$254K +$262K +1,118 New
NL
1030
Navalign LLC
California
$254K +$262K +1,119 New
AGM
1031
Alpine Global Management
New York
$253K +$261K +1,116 New
NL
1032
NWAM LLC
Washington
$252K +$33.2K +142 +15%
YIA
1033
YHB Investment Advisors
Connecticut
$252K +$230K +983 New
HAS
1034
HBW Advisory Services
California
$252K +$259K +1,108 New
YMRC
1035
Yorktown Management & Research Company
Virginia
$250K -$246K -1,050 -49%
HKAM
1036
Horizon Kinetics Asset Management
New York
$250K -$48K -205 -16%
QPWM
1037
Quadrant Private Wealth Management
Pennsylvania
$250K -$11.7K -50 -4%
XT
1038
XTX Topco
Cayman Islands
$249K +$256K +1,095 New
JGC
1039
J. Goldman & Co
New York
$249K +$257K +1,098 New
KCM
1040
Karp Capital Management
California
$247K -$152K -651 -37%
PA
1041
PFG Advisors
Arizona
$247K -$40.2K -172 -14%
PL
1042
Plancorp LLC
Missouri
$247K +$3.27K +14 +1%
RC
1043
RegentAtlantic Capital
New Jersey
$247K +$255K +1,090 New
SWA
1044
SFMG Wealth Advisors
Texas
$247K +$255K +1,090 New
EWM
1045
Evercore Wealth Management
New York
$246K -$32K -137 -11%
OPW
1046
Oxler Private Wealth
New York
$244K
GA
1047
Gateway Advisory
New Jersey
$244K +$1.64K +7 +0.7%
RWA
1048
Ropes Wealth Advisors
Massachusetts
$244K +$20.6K +88 +9%
SRC
1049
Sage Rhino Capital
California
$244K +$251K +1,073 New
IIA
1050
IPG Investment Advisors
California
$244K -$13.3K -57 -5%

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.