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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
SAI
1076
Systematic Alpha Investments
New Jersey
$227K +$234K +1,000 New
WI
1077
Wedgewood Investors
Pennsylvania
$226K +$233K +995 New
BPCE
1078
Bank Pictet & Cie (Europe)
Germany
$225K +$232K +990 New
BWA
1079
Bordeaux Wealth Advisors
California
$223K
FMWA
1080
Forvis Mazars Wealth Advisors
Missouri
$221K -$96.4K -412 -30%
CAG
1081
Crestwood Advisors Group
Massachusetts
$221K -$2.34K -10 -1%
PCM
1082
Penserra Capital Management
California
$221K +$41.9K +179 +22%
BIA
1083
BHK Investment Advisors
Alabama
$221K +$238K +1,016 New
B
1084
Barings
North Carolina
$220K -$337K -1,439 -60%
FSA
1085
Franklin Street Advisors
North Carolina
$220K +$468 +2 +0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1086
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$218K -$108K -461 -32%
CA
1087
Cornerstone Advisory
Maryland
$218K -$49.1K -210 -18%
IC
1088
Iconiq Capital
California
$218K +$225K +960 New
GWS
1089
Glassman Wealth Services
Virginia
$216K +$2.57K +11 +1%
JIC
1090
Johnson Investment Counsel
Ohio
$216K +$222K +951 New
FCH
1091
Freestone Capital Holdings
Washington
$215K -$9.59K -41 -4%
FCM
1092
Firestone Capital Management
Florida
$215K -$5.38K -23 -2%
CFO
1093
Collective Family Office
Pennsylvania
$215K +$222K +948 New
AWM
1094
Altus Wealth Management
Kentucky
$213K +$220K +940 New
GIM
1095
Grassi Investment Management
California
$211K
VAM
1096
Verity Asset Management
North Carolina
$211K +$218K +931 New
MF
1097
Manchester Financial
California
$207K
MAWCM
1098
Mine & Arao Wealth Creation & Management
California
$207K +$3.04K +13 +1%
CRI
1099
Colonial River Investments
Virginia
$207K +$30.9K +132 +17%
NFG
1100
Northeast Financial Group
Pennsylvania
$204K +$211K +900 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.