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Block Inc

1,349 hedge funds and large institutions have $71.8B invested in Block Inc in 2021 Q2 according to their latest regulatory filings, with 167 funds opening new positions, 606 increasing their positions, 381 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 103

59% more repeat investments, than reductions

Existing positions increased: 606 | Existing positions reduced: 381

9% more capital invested

Capital invested by funds: $66.1B → $71.8B (+$5.64B)

4% more funds holding

Funds holding: 1,2961,349 (+53)

3% more funds holding in top 10

Funds holding in top 10: 7577 (+2)

0.33% more ownership

Funds ownership: 74.87%75.2% (+0.33%)

39% less call options, than puts

Call options by funds: $6.1B | Put options by funds: $9.92B

Holders
1,349
Holders Change
+53
Holders Change %
+4.09%
% of All Funds
23.48%
Holding in Top 10
77
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.67%
% of All Funds
1.34%
New
167
Increased
606
Reduced
381
Closed
103
Calls
$6.1B
Puts
$9.92B
Net Calls
-$3.82B
Net Calls Change
-$1.61B
Name Holding Trade Value Shares
Change
Change in
Stake
WB
1301
Webster Bank
Connecticut
$9K -$507K -2,184 -98%
VCM
1302
Versant Capital Management
Arizona
$9K
DI
1303
Disciplined Investments
Oklahoma
$9K +$696 +3 +9%
VCM
1304
Vigilant Capital Management
Maine
$8K
MFA
1305
McClarren Financial Advisors
Pennsylvania
$8K +$3.25K +14 +67%
PWS
1306
Paragon Wealth Strategies
Florida
$8K +$7.19K +31 New
AssetMark Inc
1307
AssetMark Inc
California
$8K +$7.42K +32 New
NIM
1308
NuWave Investment Management
New Jersey
$7K -$201K -867 -97%
LCM
1309
Logan Capital Management
Pennsylvania
$7K
MCM
1310
Manchester Capital Management
Vermont
$7K +$6.73K +29 New
FPW
1311
Flagship Private Wealth
Massachusetts
$6.61K -$3.02K -13 -33%
HWA
1312
Heritage Wealth Advisors
Virginia
$6.09K
CMBA
1313
C.M. Bidwell & Associates
Hawaii
$6K -$112K -484 -95%
LWA
1314
Lenox Wealth Advisors
New York
$6K
TFO
1315
Tarbox Family Office
California
$6K +$232 +1 +4%
AAP
1316
Arax Advisory Partners
Colorado
$6K +$5.8K +25 New
EIP
1317
Ellis Investment Partners
Pennsylvania
$5K -$9.28K -40 -63%
AWM
1318
Activest Wealth Management
Florida
$5K
CWA
1319
Carolina Wealth Advisors
South Carolina
$5K
CHC
1320
City Holding Co
West Virginia
$5K +$4.64K +20 New
LF
1321
Lee Financial
Texas
$5K +$4.64K +20 New
RCM
1322
Regency Capital Management
Hawaii
$5K +$4.64K +20 New
JWM
1323
Janiczek Wealth Management
Colorado
$4K -$696 -3 -17%
AWMS
1324
Advocacy Wealth Management Services
Georgia
$4K
APC
1325
Aspire Private Capital
North Carolina
$4K