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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
CAL
1101
Capital Advisors Ltd
Ohio
$204K
NIM
1102
NuWave Investment Management
New Jersey
$203K -$767K -3,280 -79%
LWCFA
1103
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$203K +$15.9K +68 +8%
FFS
1104
Founders Financial Securities
Maryland
$200K -$95.9K -410 -32%
CCA
1105
Clearwater Capital Advisors
Illinois
$200K +$206K +882 New
HPC
1106
HM Payson & Co
Maine
$198K
MA
1107
Montag & Associates
Georgia
$190K +$137K +586 +233%
AIL
1108
AGF Investments LLC
Ontario, Canada
$188K -$72K -308 -27%
TLCM
1109
Twin Lakes Capital Management
California
$181K +$187K +798 New
IFAM
1110
Institutional & Family Asset Management
Colorado
$177K +$56.8K +243 +45%
CFGS
1111
Concourse Financial Group Securities
Alabama
$176K +$11.7K +50 +7%
OIA
1112
Optimum Investment Advisors
Illinois
$169K +$115K +490 +194%
CB
1113
CNB Bank
Pennsylvania
$167K +$26.9K +115 +19%
AP
1114
Atwood & Palmer
Missouri
$159K
ECM
1115
EMC Capital Management
Texas
$159K
PFGIA
1116
Patriot Financial Group Insurance Agency
Massachusetts
$157K +$8.19K +35 +5%
SOW
1117
State of Wyoming
Wyoming
$153K +$158K +674 New
MAM
1118
Meeder Asset Management
Ohio
$143K +$15K +64 +11%
AF
1119
Allworth Financial
California
$143K +$98K +419 +200%
HFA
1120
Hoover Financial Advisors
Pennsylvania
$138K
CAC
1121
Certified Advisory Corp
Florida
$138K +$142K +607 New
FPA
1122
First Pacific Advisors
California
$121K +$40.2K +172 +47%
KFP
1123
KB Financial Partners
New Jersey
$121K +$124K +531 New
BWP
1124
Baldwin Wealth Partners
Massachusetts
$119K +$41.6K +178 +52%
CFA
1125
Carroll Financial Associates
North Carolina
$117K -$268K -1,147 -69%

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.