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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
KFGK
1101
Keystone Financial Group (Kentucky)
Kentucky
$259K +$277K +1,078 New
HPC
1102
HM Payson & Co
Maine
$258K +$96.3K +375 +54%
OPW
1103
Oxler Private Wealth
New York
$257K
EWM
1104
Evercore Wealth Management
New York
$256K
WPW
1105
Waldron Private Wealth
Pennsylvania
$255K -$1.54K -6 -0.6%
SAI
1106
Systematic Alpha Investments
New Jersey
$255K
TC
1107
TownSquare Capital
Utah
$255K +$6.42K +25 +2%
SA
1108
Sicart Associates
New York
$254K -$180K -700 -40%
GLA
1109
Great Lakes Advisors
Illinois
$254K -$27K -105 -9%
CA
1110
Centerpoint Advisors
Massachusetts
$254K
BBA
1111
BLB&B Advisors
Pennsylvania
$254K +$272K +1,060 New
VAM
1112
Verity Asset Management
North Carolina
$253K -$19K -74 -7%
HKAM
1113
Horizon Kinetics Asset Management
New York
$253K -$12.8K -50 -5%
SW
1114
SkyOak Wealth
Michigan
$253K +$6.42K +25 +2%
WT
1115
Washington Trust
Rhode Island
$250K +$4.88K +19 +2%
TFGT
1116
TS Financial Group (TSFG)
Illinois
$250K +$9.25K +36 +4%
CL
1117
CPWM LLC
Washington
$248K +$514 +2 +0.2%
YIA
1118
YHB Investment Advisors
Connecticut
$247K +$27.5K +107 +12%
FMBTD
1119
First Midwest Bank Trust Division
Illinois
$246K -$2.57K -10 -1%
BSW
1120
Buckingham Strategic Wealth
Missouri
$246K +$40.3K +157 +18%
BAM
1121
Blueshift Asset Management
New Jersey
$245K -$22.1M -86,088 -99%
RSWM
1122
Robertson Stephens Wealth Management
California
$245K -$261K -1,018 -50%
ACM
1123
Alpha Capital Management
Texas
$244K -$2.02M -7,883 -89%
YWP
1124
YorkBridge Wealth Partners
New York
$244K
GWS
1125
Glassman Wealth Services
Virginia
$243K +$15.7K +61 +6%