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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
SL
1201
Savior LLC
Massachusetts
$31K +$2.34K +10 +8%
TFM
1202
TFC Financial Management
Massachusetts
$30K +$5.15K +22 +20%
WWMSC
1203
Wagner Wealth Management (South Carolina)
South Carolina
$30K +$31.1K +133 New
AS
1204
Altshuler Shaham
Israel
$29K -$549K -2,346 -95%
PMFA
1205
Plante Moran Financial Advisors
Michigan
$29K -$134K -571 -82%
TCM
1206
Tradewinds Capital Management
Washington
$29K -$26.2K -112 -47%
NSIM
1207
North Star Investment Management
Illinois
$29K
RIM
1208
Rockbridge Investment Management
New York
$29K
TFA
1209
Toth Financial Advisory
Virginia
$28K +$9.36K +40 +49%
RG
1210
Retirement Group
California
$27K
MA
1211
MCF Advisors
Kentucky
$26K
WAS
1212
Winch Advisory Services
Wisconsin
$26K +$3.98K +17 +18%
AIC
1213
Archer Investment Corporation
Indiana
$25.9K -$6.55K -28 -20%
HFS
1214
Hantz Financial Services
Michigan
$25K +$936 +4 +4%
HFS
1215
HBC Financial Services
Washington
$25K -$30.4K -130 -58%
BCM
1216
Blume Capital Management
California
$24K
AF
1217
Arrow Financial
New York
$24K +$24.6K +105 New
FMTCOCP
1218
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K
HRC
1219
Hoertkorn Richard Charles
$23K
FA
1220
Fortis Advisors
Pennsylvania
$23K +$23.4K +100 New
MLFP
1221
MPS Loria Financial Planners
Illinois
$22K
RFA
1222
Reilly Financial Advisors
California
$22K +$6.08K +26 +37%
TCOV
1223
Trust Company of Vermont
Vermont
$21K -$234 -1 -1%
BMD
1224
Better Money Decisions
New Mexico
$21K +$21.8K +93 New
KFS
1225
Kelly Financial Services
Massachusetts
$20.4K +$9.36K +40 +80%

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.