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XYZ

Block Inc
XYZ

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: 1,241 → 1,296 (+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: 78 → 75 (-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

Top Buyers

Rank Fund Capital Flow
1
AIM
ARK Investment Management
Florida
+$911M
2
NAMA
Nikko Asset Management Americas
New York
+$328M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$320M
4
Jennison Associates
Jennison Associates
New York
+$254M
5
BlackRock
BlackRock
New York
+$199M

Top Sellers

Rank Fund Capital Flow
1
WRCM
Whale Rock Capital Management
Massachusetts
-$607M
2
Coatue Management
Coatue Management
New York
-$527M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$429M
4
Goldman Sachs
Goldman Sachs
New York
-$429M
5
JP Morgan Chase
JP Morgan Chase
New York
-$305M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWMS
1276
Advocacy Wealth Management Services
Georgia
$3K +$1.17K +5 +50%
BCWM
1277
Bartlett & Co Wealth Management
Ohio
$2.04K – – –
LWANC
1278
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K -$38.8K -166 -94%
BC
1279
Bartlett & Co
Ohio
$2K – – –
CAM
1280
ClariVest Asset Management
California
$2K – – –
CP
1281
Corbenic Partners
Pennsylvania
$2K – – –
CCC
1282
Crescent Capital Consulting
Louisiana
$2K – – –
DWA
1283
Dougherty Wealth Advisers
Minnesota
$2K – – –
SA
1284
SRH Advisors
Kansas
$2K +$1.87K +8 New
TF
1285
TimeScale Financial
Massachusetts
$2K +$1.87K +8 New
DAM
1286
Delta Asset Management
Tennessee
$2K +$2.1K +9 New
BA
1287
Bellwether Advisors
Nebraska
$2K +$3.04K +13 New
MIM
1288
Macroview Investment Management
Maryland
$1K -$3.98K -17 -85%
CHA
1289
Carmichael Hill & Associates
Maryland
$1K +$1.17K +5 New
CQS
1290
Credential Qtrade Securities
$454 -$165K -707 -100%
AMC
1291
Asset Management Corp
Illinois
$383 -$7.31M -31,250 -95%
EWM
1292
Elite Wealth Management
Washington
$370 +$110K +470 +40%
LPARFS
1293
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$238 -$1.34M -5,718 -84%
MGIM
1294
M&G Investment Management
United Kingdom
$217 +$223K +955 New
WIM
1295
Westside Investment Management
California
$208 – – –
SWM
1296
Sugarloaf Wealth Management
Georgia
$2 – – –
WRCM
1297
Whale Rock Capital Management
Massachusetts
– -$607M -2,788,458 Closed
WRF
1298
Waddell & Reed Financial
Kansas
– -$103M -472,925 Closed
Renaissance Technologies
1299
Renaissance Technologies
New York
– -$59.9M -275,300 Closed
DCP
1300
Durable Capital Partners
Maryland
– -$49.4M -226,972 Closed
50 51
52
53 54

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.