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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
SWM
1276
Selective Wealth Management
Virginia
$36K +$38.5K +150 New
GFPC
1277
Global Financial Private Client
Florida
$35.9K -$12.8K -50 -25%
AS
1278
Altshuler Shaham
Israel
$34K -$11.8K -46 -25%
SIM
1279
Sonora Investment Management
Arizona
$34K
AP
1280
Arlington Partners
Alabama
$33K
Jones Financial Companies
1281
Jones Financial Companies
Missouri
$33K
HFS
1282
HBC Financial Services
Washington
$33K +$12.8K +50 +59%
PMFA
1283
Plante Moran Financial Advisors
Michigan
$31K
RIM
1284
Rockbridge Investment Management
New York
$31K
WAS
1285
Winch Advisory Services
Wisconsin
$31K +$3.85K +15 +13%
CWA
1286
Clearview Wealth Advisors
Oregon
$30K +$257 +1 +0.8%
BIA
1287
Bell Investment Advisors
California
$30K +$31.9K +124 New
MA
1288
MCF Advisors
Kentucky
$28K
AIC
1289
Archer Investment Corporation
Indiana
$27.3K
KFS
1290
Kelly Financial Services
Massachusetts
$26.4K -$5.61M -21,832 -99%
HCP
1291
Hexagon Capital Partners
Arkansas
$26K +$1.28K +5 +5%
HFS
1292
Hantz Financial Services
Michigan
$25K -$1.03K -4 -4%
BCM
1293
Blume Capital Management
California
$25K
IWA
1294
IBEX Wealth Advisors
New Jersey
$25K +$27K +105 New
JC
1295
JCSD Capital
California
$24K -$1.49M -5,800 -98%
FMTCOCP
1296
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$24K
FA
1297
Fortis Advisors
Pennsylvania
$24K
HRC
1298
Hoertkorn Richard Charles
$24K
RG
1299
Retirement Group
California
$24K
Simplex Trading
1300
Simplex Trading
Illinois
$24K