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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
PA
1326
Proem Advisors
Texas
– -$3.48M -16,000 Closed
Hudson Bay Capital Management
1327
Hudson Bay Capital Management
Connecticut
– -$3.27M -15,000 Closed
TAA
1328
TB Alternative Assets
Cayman Islands
– -$3.09M -14,200 Closed
WHAM
1329
Windmill Hill Asset Management
United Kingdom
– -$2.93M -13,467 Closed
RIA
1330
Regal Investment Advisors
Michigan
– -$2.48M -11,414 Closed
CF
1331
CNA Financial
Illinois
– -$2.18M -10,000 Closed
WSC
1332
White Square Capital
United Kingdom
– -$2.17M -9,964 Closed
MNG
1333
Manning & Napier Group
New York
– -$2.13M -9,789 Closed
QT
1334
Quantbot Technologies
New York
– -$2.07M -9,532 Closed
CBA
1335
Coastal Bridge Advisors
Connecticut
– -$1.94M -8,892 Closed
FI
1336
FormulaFolio Investments
Michigan
– -$1.9M -8,718 Closed
GCP
1337
GSA Capital Partners
United Kingdom
– -$1.9M -8,712 Closed
DWM
1338
Dakota Wealth Management
Florida
– -$1.84M -8,455 Closed
SSG
1339
Summit Securities Group
New York
– -$1.89M -8,100 Closed
PRC
1340
Pearl River Capital
Michigan
– -$1.62M -7,430 Closed
AAM
1341
Anglepoint Asset Management
Cayman Islands
– -$1.62M -7,426 Closed
MC
1342
Maverick Capital
Texas
– -$1.55M -7,111 Closed
GAM
1343
Gotham Asset Management
New York
– -$1.51M -6,930 Closed
AWA
1344
Alta Wealth Advisors
Massachusetts
– -$1.42M -6,530 Closed
SVI
1345
Strategic Vision Investment
Hong Kong
– -$1.34M -6,180 Closed
SM
1346
Sciencast Management
New Jersey
– -$1.42M -6,087 Closed
BC
1347
Breakline Capital
New York
– -$1.32M -6,078 Closed
PL
1348
Polianta Ltd
Jersey
– -$1.28M -5,900 Closed
CCMT
1349
CMT Capital Markets Trading
Germany
– -$1.17M -5,000 Closed
GPCM
1350
Granite Point Capital Management
Massachusetts
– -$1.09M -5,000 Closed
52 53
54
55 56

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.