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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
PFBT
1151
Parkside Financial Bank & Trust
Missouri
$78K -$19.9K -85 -20%
BWL
1152
Bogart Wealth LLC
Virginia
$78K +$2.34K +10 +3%
JGIA
1153
Jackson Grant Investment Advisers
Connecticut
$77K +$5.85K +25 +8%
SWA
1154
Sutton Wealth Advisors
Florida
$69.7K
TFGT
1155
TS Financial Group (TSFG)
Illinois
$68K +$30.4K +130 +77%
PWM
1156
Prentice Wealth Management
New York
$67K +$69.5K +297 New
HFS
1157
Horizon Financial Services
North Carolina
$59K
RMC
1158
Resources Management Corp
Connecticut
$59K +$9.36K +40 +18%
BFC
1159
Bedel Financial Consulting
Indiana
$58K +$8.42K +36 +16%
JWA
1160
JFS Wealth Advisors
Pennsylvania
$57K
PP
1161
PrairieView Partners
Minnesota
$57K
BWA
1162
BDO Wealth Advisors
Florida
$57K +$9.36K +40 +19%
TAM
1163
Tucker Asset Management
Colorado
$56.8K -$501K -2,142 -90%
EW
1164
Evoke Wealth
California
$56K +$4.68K +20 +9%
WP
1165
WealthShield Partners
North Carolina
$56K +$58K +248 New
EWA
1166
Evolution Wealth Advisors
Florida
$55K -$401K -1,713 -88%
CFB
1167
Cullen/Frost Bankers
Texas
$54K -$16.8K -72 -23%
GAM
1168
Gemmer Asset Management
California
$50K -$10.5K -45 -17%
AL
1169
ADE LLC
Maryland
$50K
DSC
1170
Duncker Streett & Co
Missouri
$50K +$4.21K +18 +9%
MAM
1171
McCarthy Asset Management
California
$50K +$51.5K +220 New
AWC
1172
Abundance Wealth Counselors
Pennsylvania
$46K +$47.3K +202 New
GFPC
1173
Global Financial Private Client
Florida
$45.9K +$46.8K +200 New
TFIPS
1174
Towarzystwo Funduszy Inwestycyjnych PZU SA
$45.4K +$23.4K +100 +100%
BG
1175
Bollard Group
Massachusetts
$45K -$93.6K -400 -67%

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.