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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
MSFP
1176
Mark Sheptoff Financial Planning
Connecticut
$45K
SWP
1177
ShoreHaven Wealth Partners
New Jersey
$45K
SQA
1178
Simon Quick Advisors
New Jersey
$45K
Jones Financial Companies
1179
Jones Financial Companies
Missouri
$45K +$24.3K +104 +108%
CTB
1180
Country Trust Bank
Illinois
$45K +$46.8K +200 New
SC
1181
Solstein Capital
California
$45K +$46.8K +200 New
HI
1182
Human Investing
Oregon
$43K
FF
1183
FourThought Financial
Florida
$43K +$7.49K +32 +20%
VNA
1184
Valley National Advisers
Pennsylvania
$43K +$44.7K +191 New
EARNEST Partners
1185
EARNEST Partners
Georgia
$42K
BWM
1186
BerganKDV Wealth Management
Minnesota
$41K -$44.4K -190 -51%
BFG
1187
Baron Financial Group
New Jersey
$40.9K
SWA
1188
SOA Wealth Advisors
New York
$40K
BDWM
1189
Brewin Dolphin Wealth Management
Ireland
$39.7K +$40.9K +175 New
KFI
1190
Key Financial Inc
Pennsylvania
$38K
PK
1191
Pflug Koory
Nebraska
$36K
ADL
1192
Asset Dedication LLC
California
$35K -$525K -2,244 -93%
NWM
1193
Navigation Wealth Management
Colorado
$35K +$36.3K +155 New
ACM
1194
Allred Capital Management
Texas
$34.5K +$35.6K +152 New
TWA
1195
TCI Wealth Advisors
Arizona
$34K +$10.3K +44 +42%
BC
1196
Burleson & Co
California
$34K +$35.3K +151 New
CWA
1197
Clearview Wealth Advisors
Oregon
$32K +$7.72K +33 +30%
Loomis, Sayles & Company
1198
Loomis, Sayles & Company
Massachusetts
$32K +$21.3K +91 +178%
NICM
1199
Neo Ivy Capital Management
New York
$31K -$30.9K -132 -49%
AP
1200
Arlington Partners
Alabama
$31K

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.