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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
RPWA
1126
Regent Peak Wealth Advisors
Georgia
$241K -$257 -1 -0.1%
WAS
1127
Wealth Advisory Solutions
Indiana
$240K -$5.65K -22 -2%
BB
1128
Bell Bank
North Dakota
$240K -$4.37K -17 -2%
CA
1129
Crewe Advisors
Utah
$240K
FGAM
1130
Financial Gravity Asset Management
Texas
$240K
FPCP
1131
Fort Point Capital Partners
California
$240K
MSL
1132
Mackay Shields LLC
New York
$240K
WSCM
1133
Wellington Shields Capital Management
New York
$240K
BCM
1134
Boltwood Capital Management
California
$240K +$257K +1,000 New
GD
1135
Grandfield & Dodd
New York
$240K +$257K +1,000 New
MPI
1136
Mairs & Power Inc
Minnesota
$240K +$257K +1,000 New
SCA
1137
Sassicaia Capital Advisers
New York
$240K +$257K +1,000 New
SXL
1138
Summit X LLC
Missouri
$239K +$13.6K +53 +6%
MA
1139
Montag & Associates
Georgia
$238K +$13.9K +54 +6%
HL
1140
HeadInvest LLC
Maine
$237K -$92.5K -360 -27%
CWA
1141
Canvas Wealth Advisors
Kansas
$235K +$252K +980 New
CAG
1142
Crestwood Advisors Group
Massachusetts
$234K -$17.7K -69 -7%
HAS
1143
HBW Advisory Services
California
$233K -$10.8K -42 -4%
CA
1144
Cornerstone Advisory
Maryland
$233K
FSA
1145
Franklin Street Advisors
North Carolina
$232K
AC
1146
AWM Capital
Arizona
$230K +$257K +1,000 New
CFO
1147
Collective Family Office
Pennsylvania
$228K
MF
1148
Manchester Financial
California
$228K +$10.3K +40 +4%
BCA
1149
Bay Colony Advisors
Massachusetts
$227K +$243K +947 New
EFSCE
1150
Enterprise Financial Services Corp (EFSC)
Missouri
$226K +$37.5K +146 +18%