We are live on ! Find out more
XYZ

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
HA
1226
Homestead Advisers
Virginia
$85K +$30.8K +120 +51%
BFC
1227
Bedel Financial Consulting
Indiana
$84K
ETI
1228
Enterprise Trust & Investment
California
$84K
SSB
1229
Sandy Spring Bank
Maryland
$84K
BWL
1230
Bogart Wealth LLC
Virginia
$83K
EBA
1231
Eagle Bay Advisors
New York
$83K +$48.3K +188 +119%
JGIA
1232
Jackson Grant Investment Advisers
Connecticut
$82K
SWA
1233
Sutton Wealth Advisors
Florida
$73.6K
NSIM
1234
North Star Investment Management
Illinois
$73K
AssetMark Inc
1235
AssetMark Inc
California
$71K +$67.8K +264 +825%
KIG
1236
Kowal Investment Group
Wisconsin
$66K +$70.9K +276 New
EWM
1237
Evermay Wealth Management
Virginia
$64K -$18K -70 -21%
PWM
1238
Prentice Wealth Management
New York
$64K +$514 +2 +0.8%
BEI
1239
Benjamin Edwards Inc
Missouri
$62K -$13.4K -52 -17%
RMC
1240
Resources Management Corp
Connecticut
$62K
WB
1241
Webster Bank
Connecticut
$62K +$57.8K +225 +643%
SIS
1242
Sound Income Strategies
Florida
$60K +$8.48K +33 +15%
Pacer Advisors
1243
Pacer Advisors
Pennsylvania
$59K -$72.4K -282 -53%
SQA
1244
Simon Quick Advisors
New Jersey
$58K +$11K +43 +22%
SBL
1245
Sargent Bickham Lagudis
Colorado
$58K +$20.5K +80 +49%
SC
1246
SouthState Corp
Florida
$57K +$60.4K +235 New
KIG
1247
Kessler Investment Group
Indiana
$56K
VNA
1248
Valley National Advisers
Pennsylvania
$55K +$5.39K +21 +10%
AFG
1249
Albion Financial Group
Utah
$54K
CAL
1250
Capital Analysts LLC
Pennsylvania
$54K +$6.68K +26 +13%