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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
AL
1251
ADE LLC
Maryland
$53K
GAM
1252
Gemmer Asset Management
California
$53K
LWM
1253
Liberty Wealth Management
California
$52K +$53.9K +210 +2,100%
FF
1254
FourThought Financial
Florida
$50K +$2.06K +8 +4%
TWA
1255
TCI Wealth Advisors
Arizona
$50K +$8.22K +32 +18%
RFA
1256
Reilly Financial Advisors
California
$49K
CTB
1257
Country Trust Bank
Illinois
$48K
PP
1258
PrairieView Partners
Minnesota
$48K
TFIPS
1259
Towarzystwo Funduszy Inwestycyjnych PZU SA
$48K
TCM
1260
Tradewinds Capital Management
Washington
$47K +$15.9K +62 +47%
AW
1261
Avion Wealth
Texas
$46K
EARNEST Partners
1262
EARNEST Partners
Georgia
$45K
NWM
1263
Navigation Wealth Management
Colorado
$44K +$2.57K +10 +6%
BFG
1264
Baron Financial Group
New Jersey
$43.2K
BWM
1265
BerganKDV Wealth Management
Minnesota
$43K
CH
1266
Canton Hathaway
Rhode Island
$43K
KFI
1267
Key Financial Inc
Pennsylvania
$42K +$2.31K +9 +5%
BDWM
1268
Brewin Dolphin Wealth Management
Ireland
$42K
TFA
1269
Toth Financial Advisory
Virginia
$41K +$12.8K +50 +41%
T
1270
TOBAM
France
$40K +$42.4K +165 New
FCM
1271
Firestone Capital Management
Florida
$39K
TFM
1272
TFC Financial Management
Massachusetts
$39K +$2.57K +10 +7%
PK
1273
Pflug Koory
Nebraska
$38K
HFS
1274
Horizon Financial Services
North Carolina
$36K -$27.7K -108 -42%
CPC
1275
Consolidated Planning Corp
Georgia
$36K +$38.5K +150 New