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Block Inc

1,377 hedge funds and large institutions have $74.6B invested in Block Inc in 2021 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 613 increasing their positions, 411 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 613 | Existing positions reduced: 411

43% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 97

3.11% more ownership

Funds ownership: 75.2%78.31% (+3.1%)

2% more funds holding

Funds holding: 1,3491,377 (+28)

4% more capital invested

Capital invested by funds: $71.8B → $74.6B (+$2.83B)

0% more funds holding in top 10

Funds holding in top 10: 7777 (0)

39% less call options, than puts

Call options by funds: $6.65B | Put options by funds: $10.8B

Holders
1,377
Holders Change
+28
Holders Change %
+2.08%
% of All Funds
24.11%
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.35%
New
139
Increased
613
Reduced
411
Closed
97
Calls
$6.65B
Puts
$10.8B
Net Calls
-$4.18B
Net Calls Change
-$361M
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
1026
Arlington Financial Advisors
California
$336K
4WM
1027
4J Wealth Management
Virginia
$336K +$12.8K +50 +4%
GC
1028
Garde Capital
Washington
$336K +$15.2K +59 +4%
HNB
1029
Huntington National Bank
Ohio
$336K +$22.6K +88 +7%
RP
1030
Rice Partnership
Hawaii
$334K +$8.73K +34 +3%
NC
1031
NovaPoint Capital
Georgia
$334K +$9.5K +37 +3%
LFF
1032
Level Four Financial
Texas
$334K +$84K +327 +31%
HCM
1033
Hollencrest Capital Management
California
$333K -$270K -1,052 -43%
BWFA
1034
Baltimore-Washington Financial Advisors
Maryland
$331K +$355K +1,382 New
BCA
1035
Biltmore Capital Advisors
New Jersey
$330K +$133K +516 +60%
CAM
1036
Claret Asset Management
Quebec, Canada
$326K -$62.7K -244 -15%
NL
1037
NWAM LLC
Washington
$326K +$14.1K +55 +4%
BWP
1038
BSW Wealth Partners
Colorado
$323K +$23.4K +91 +7%
TCA
1039
Transcend Capital Advisors
New Jersey
$322K -$4.62K -18 -1%
DC
1040
DeDora Capital
California
$321K +$343K +1,337 New
AIM
1041
Anchor Investment Management
South Carolina
$320K +$37.8K +147 +12%
SWA
1042
SFMG Wealth Advisors
Texas
$320K +$52.7K +205 +18%
LRPA
1043
L. Roy Papp & Associates
Arizona
$317K
SFO
1044
Stokes Family Office
Louisiana
$317K +$40.3K +157 +13%
KPCM
1045
Kings Point Capital Management
New York
$316K -$771 -3 -0.2%
AWE
1046
Avidian Wealth Enterprises
Texas
$313K +$29.5K +115 +10%
MMA
1047
Miracle Mile Advisors
California
$313K +$45.5K +177 +16%
SW
1048
SVB Wealth
Massachusetts
$313K +$74.7K +291 +29%
PA
1049
PFG Advisors
Arizona
$312K -$2.06K -8 -0.6%
SFWA
1050
Summit Financial Wealth Advisors
Louisiana
$312K