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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
DACS
1351
Dymon Asia Capital (Singapore)
Singapore
– -$1.08M -4,987 Closed
Walleye Capital
1352
Walleye Capital
New York
– -$956 -4,393 Closed
FTUS
1353
Flow Traders U.S.
New York
– -$935K -4,298 Closed
DAM
1354
Deltec Asset Management
New York
– -$871K -4,000 Closed
CCM
1355
Cinctive Capital Management
New York
– -$852K -3,916 Closed
BC
1356
Bridgefront Capital
Texas
– -$746K -3,428 Closed
UR
1357
USCA RIA
Texas
– -$689K -3,167 Closed
MGAM
1358
McGowan Group Asset Management
Texas
– -$655K -3,011 Closed
JWM
1359
Jackson Wealth Management
Florida
– -$653K -3,000 Closed
TIM
1360
Thornburg Investment Management
New Mexico
– -$649K -2,984 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1361
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$646K -2,967 Closed
MTIM
1362
Marathon Trading Investment Management
Pennsylvania
– -$608K -2,600 Closed
FRA
1363
Frank Rimerman Advisors
California
– -$501K -2,300 Closed
LWM
1364
Laidlaw Wealth Management
New York
– -$498K -2,287 Closed
PF
1365
Phoenix Financial
Israel
– -$486K -2,208 Closed
WA
1366
WealthTrust Axiom
Pennsylvania
– -$452K -2,077 Closed
GLAM
1367
Gardner Lewis Asset Management
Pennsylvania
– -$393K -1,805 Closed
QCIG
1368
Quad-Cities Investment Group
Iowa
– -$392K -1,800 Closed
PFA
1369
Professional Financial Advisors
Nebraska
– -$379K -1,740 Closed
FAM
1370
Formidable Asset Management
Ohio
– -$378K -1,727 Closed
GJIC
1371
Gamble Jones Investment Counsel
California
– -$375K -1,723 Closed
GC
1372
Gruss & Co
Florida
– -$359K -1,650 Closed
CCM
1373
Chickasaw Capital Management
Tennessee
– -$355K -1,631 Closed
DI
1374
DAGCO Inc
Ohio
– -$354K -1,625 Closed
BBA
1375
BLB&B Advisors
Pennsylvania
– -$347K -1,594 Closed
53 54
55
56 57

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.